01. About Us

It is our mission to help clients understand and develop realistic, secure income streams during their retirement years and methods for passing their wealth on to their loved ones or charities of their choice.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Annuities

Not everyone is prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income. Regardless of which, annuities can be a powerful vehicle to help you fund your retirement dreams.
 

Health Insurance

Now more than ever before, individuals and families need to carefully plan their health insurance needs, or they are likely to face huge out-of-pocket costs in their time of need.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Our Team

We’re here to help you understand and develop realistic, secure streams of income during your retirement years.

Contact Us

Testimonials

“Larry has been my Financial Planner for the past 30 years. He always listens to me about my goals so he can make useful suggestions that are beneficial to my achieving them. Because of his guidance, I can afford to live in an Independent Living Community in the state of Florida. He is still advising me.”

— Catherine D.

Tallahassee, FL

No promotional fees or considerations were provided in association with this testimonial.

“Larry W. Farmbry is a learned and experienced planner who takes the mystery out of money and money management. He converts his deep knowledge into layman’s terms, leaving you feeling comfortable and confident that he is doing what is best for you, his client. As trust and talent are trademarks of a responsible professional, especially when it comes to your money, Larry excels in both.”

— Ed C.

Philadelphia, PA

No promotional fees or considerations were provided in association with this testimonial.

Larry is not only a hardworking and resourceful financial professional, but he is also a great friend and mentor. He truly cares about his clients and friends and is committed to helping them meet their financial and overall life goals.  You can count on him to keep you focused and on track. He has been a blessing in my life for more than 30 years.”

— Karen G.

Somerset, NJ

No promotional fees or considerations were provided in association with this testimonial.