SRI & ESG INVESTING
Experienced Guidance
What are SRI & ESG Investing?
These investment portfolios meet standards for Environment, Social Justice, and Corporate Governance.
At Goldfarb Financial we strive to offer our clients investment options and portfolios that match their values.
Incorporating sustainable investing criteria into the investment selection process may result in performance deviating from other investment strategies or broad market benchmarks
FINANCIAL PLANNING
Your Path to Success
At Goldfarb Financial, you will have the opportunity to work with our team of financial advisors on a long term plan that is designed to work towards your personal goals. Our team’s investment consulting is the driving force behind your financial future.Â
Our advice and planning is based on our personal relationship with the clients and not our relationship to specific products or companies.
ESTATE PLANNING
Cementing Your Legacy
Though thinking about your legacy after you pass may be overwhelming, it is important to have a clear plan in place that encapsulates all of your wishes. Goldfarb Financial will team up with lawyers and accountants to help build an appropriate plan so that everyone is on the same page. Though facing this reality may make you uneasy, it is still an important plan to have in place for your legacy and for your loved ones.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
BUSINESS PLANNING
Making it Work
The volatility of the economic climate causes periods of fluctuation for all businesses. Part of planning for a business’ future includes its fate after its head moves on. Succession planning is an enormous decision in your career and you will, most likely, only have one shot to get it right. At Goldfarb Financial, our team will help flesh out the details of your succession plan to build confidence in the future of your business.
RETIREMENT PLANNING
A Comprehensive Approach
We understand the importance of doing meaningful work to support an enriched and full lifestyle. Let us guide you towards your financial goals with our retirement planning services. The day you retire is the day you’re free to focus on the people, plans and future that’s most important to your truest self.
Goldfarb Financial becomes your personal team to help your finances provide the confidence, independence and lifestyle you’ve worked to achieve.
Whether focusing on philanthropic investments, traveling the world or making more time to spend with your family and friends, our approach will help you align your retirement plan with your personal goals and values.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.