Financial Strategies

Strategies for Business Owners

Working with Farah Financial Group is more than just a way to build wealth, confidence and security. In addition to legacy and wealth transfer, we provide you with tax planning strategies that you might not have otherwise leveraged as well as portfolio diversification to help mitigate the effects of market volatility.

Our in-person consultation allows us to get to you know your dreams and goals to suggest financial strategies designed to address all your needs.

With a trusted network of professional resources, we will help your business in virtually any area. We're your resource for the crossroads in life.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. LPL Financial and Farah Financial Group do not provide tax advice or services.

LPL Financial and Farah Financial Group do not provide tax advice or services.

Business Insurances

Farah Financial Group is positioned to provide the independent business owner with the flexibility, control and tax advantages which are a must in today’s competitive environment.

Whether you need a buy/sell agreement, key person coverage or salary continuation plan, through a seamless process Farah Financial Group can help you work toward protecting your assets throughout the life of your business.

Employee turnover can be costly and interrupt key business processes, which is why employee retention is also a high priority for businesses today. Deferred compensation plans are a great way to redirect assets that would normally go to taxes, and keep the employees you want for the long term.

Group Benefits

Customization is key and Farah Financial Group specializes in providing just that to the independent business owner. Through our consultation process we can provide a plethora of tax favored programs from supplemental voluntary plans and group life to executive bonus, key person programs, and buy sell agreements just to name a few.

Group Health/Disability

Having the best options is a must when it comes to this highly regulated and ever changing industry. Our assembled team can provide group disability insurance and all the traditional types of group health plans as well as their ancillary benefits.

Group Retirement Plans

This is the flagship area of Farah Financial Group. Our 401Ks, deferred compensation plans and simplified employee pensions (SEPs) receive the same level of attention to detail as our individual programs. SEPs are advantageous for self-employed individuals and independent business owners because they allow more flexibility and larger contributions than a traditional IRA. We are also experienced with implementing Simple IRAs for business owners and their employees.

Contact us today and let us create a customized retirement program for you.

Securities offered through LPL Financial, Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Information shared on this website is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

FINRA Brokercheck