The O'Farrell Advantage

Explore our personalized approach to Wealth Planning.

The Advisors at O'Farrell Wealth & Estate Planning

work with you to reach your financial goals.

The O'Farrell Wealth Planning Process

Having a solid wealth and estate plan starts with having a trusted relationship

with your advisor. We take time to get to know you and understand your

lifestyle and goals.

With a clear plan, you will be equipped to make clear decisions. Once you have,

we will be there to monitor your progress toward the goals that are important to you.

The first step on your path is to reach out to us.

We will map out where you want to go, together.

The Fundamentals of our Process

Review: We start with a review of your current situation to see where you are today. This provides us with a starting point to develop a path to obtaining your dreams and goals.

No path can be identified when you are not clear on where “here” is.

Dreams & Goals: We want to know what you want – what you dream of doing, having, or

being. What do you want life to look like now, in retirement, and after you are gone? What legacy might you leave? Knowing your future aspirations helps us build a plan

that serves you and your loved ones best.

Measure: Life may throw you curveballs, but we will meet with you regularly to ensure

we make the appropriate changes to your financial plan. Our trusted Advisors will be

there to help you achieve your dreams.

My experience with O’Farrell has always been very good. Peggy has always been very easy to understand, she takes the time and has the patience to explain in detail every question that I throw at her. I wouldn't trust my finances with any other company.