Farnam Financial

Farnam Financial is a financial planner in Phoenix, AZ. Services include retirement planning, investment management, tax planning, estate planning, and insurance review. The firm follows a process that begins with a Life Discovery meeting to discuss values, priorities, and family dynamics, followed by a Financial Discovery meeting to review income, assets, expenses, and debts. These details are used to craft a written plan called a Blueprint. This plan is refined based on client feedback before implementation across a portfolio, income plan, tax plan, insurance plan, and estate plan. The firm conducts scheduled meetings every spring and fall to review progress and adapt to life changes or new legislation, supplemented by regular video updates. There are no additional fees for tax planning, insurance review, or estate review, and the firm covers 100% of trading commissions charged by the client custodian, Charles Schwab. Founded in 2019, the firm provides educational content through a retirement blog, weekly YouTube videos, and a book. The business holds a 5.00 rating based on 22 reviews and has a solid reputation among the customers it has served.

Farnam Financial is located on East Camelback Road, just a few meters from its intersection with North 24th Street. The office is about a third of a mile from East Highland Avenue and close to Saint Thomas School.

BizScoreAI gives the business a Content Quality score of 100 out of 100, which means the website clearly describes its pages and answers customer questions so AI assistants can quote the content directly. The firm also holds a Technical score of 92 out of 100, ensuring the site is secure and easy for search engines to read without errors.

Services:

• Investment Management
• Retirement Planning
• Risk Management & Insurance Review
• Social Security & Income Planning
• Tax Planning