What We Do and How We Can Help Our Private Wealth ClientsSubmitted by Farrall Wealth on July 23rd, 2021
By Greg Farrall, PPC®, CWS®, CPFA®
Life is complicated, is it not? Add money to the picture and things get downright overwhelming. But money problems don’t have to be problems—they are opportunities. That’s what we at Farrall Wealth believe. As an independent, virtual, boutique, multi-family focused office, we exist to establish plans aimed to solve the challenges and seize the opportunities that life throws at you.
What We Do
We are all about covering your bases. Using our four-phase process, the Farrall Wealth Management System, we strive to help you grow, protect, preserve, and distribute the wealth you’ve worked so hard to earn. But it’s about more than just what we do for you—it’s about who we are for you.
In Part 1 of the story of Farrall Wealth, you learned all about the man, the myth, and the legend that is my father. While I’m not a doctor, I have taken the values he poured into his practice and adopted them for my firm. I believe in educating, inspiring, and helping my clients feel financially confident so they can look forward to their futures with excitement. Our services are steeped in relationship and stewardship. We prioritize you, not the numbers, so we can design a plan that is a living, breathing entity that grows with you—not something that sits in a leather folder in a drawer at your home collecting dust.
During our process, we get to know you, your hopes, your dreams, your fears, and your concerns. And, we’ll give you choices and empower you to choose what’s right for you. We offer our comprehensive, personalized financial services and advice virtually so you can check in on your progress or pepper us with questions no matter where you are—on a plane, on vacation, or “working” from the golf course.
Not to mention (and not to brag), we have sophisticated technology that allows us to better connect with you, track your progress, and forecast different scenarios that could impact your long-term plans.
Who We Serve
We work with nice people. That may sound vague but, because our firm is built on building lifelong relationships, we tailor our services to people who are kind, caring, and love others. We jokingly say that we are ladies and gentlemen serving ladies and gentlemen. How’s that for a business motto?
While we work with a variety of people, many of our services help women, specifically divorced and widowed women and female business owners. Not only do these targeted groups have unique financial challenges, they also have a lot on their plates. We consider it a privilege to build trust, provide hope, and walk all of our clients through each challenge they face so they can organize their finances and focus their time and attention on the things they love.
The Farrall Wealth Difference
You’ve probably already noticed, but, in case you haven’t, we’ll let you in on a secret: Farrall Wealth does things differently than your average financial firm. Yes, we create financial plans and give you a road map to help you pursue your goals, but we do it by showering our clients with love. When you walk through our (virtual) doors, you will never face judgment, you will be valued, and you can take a big, deep breath knowing that you can trust that your money and financial future are being stewarded with the utmost care.
Our clients are why we do what we do. We love when we can visibly see the relief on their faces during our conversations. We love that we can carry some of their financial stress and be a shoulder for them to lean on. We love that we get to be an objective, compassionate sounding board and provide resources and value when they face tough decisions or reach milestones. In a nutshell, we really enjoy helping others.
And, while I am CEO and owner of Farrall Wealth, I also have another role that’s even more important: husband and father. I come to work every day motivated to give my best because of my family. My wife and kids are my purpose. My favorite time of the day is when I am with them. I work hard to provide for my family and give my kids the type of example that my parents gave me.
Are You Ready for a Different Kind of Financial Plan?
At Farrall Wealth, we find no greater satisfaction than helping our clients live the lives they’ve imagined. If you think we would be a good partner for your financial journey, we invite you to contact us to learn more about our unique approach to service, communication, and wealth management. Call our office at (219) 246-2516, email email@example.com, or schedule a complimentary consultation online. You can also visit our website to learn more about us.
Greg Farrall is CEO and owner of Farrall Wealth, an independent, boutique wealth management firm that is dedicated to helping women and business owners create customized financial plans that seeks to grow, protect, preserve, and distribute their wealth. Greg is known for being a trustworthy problem-solver who walks his clients through whatever life throws at them. He prioritizes building long-term relationships and is passionate about going the extra mile for his clients so they can pursue their goals and live the lives they want. Greg has a bachelor’s degree in international business from the University of Wollongong in Australia and a bachelor’s degree in finance and marketing from Indiana University Bloomington. He is a Professional Plan Consultant (PPC®) and a Certified Wealth Strategist (CWS®) professional. And, he recently received his Certified Plan Fiduciary Advisor (CPFA®) designation. You can listen to him on his financial literacy and business topic podcast, Money Matters with Greg, on iTunes, Google and Spotify. He’s also on YouTube, Twitter, and Facebook at @FarrallWealth.
Greg is a pillar of his community and served as the 2013-14 co-chair for the United Way campaign, through which he helped raise $1.8 million for 38 nonprofit organizations across Porter County, Indiana. He also served as president of the Valparaiso Rotary Club. Currently, he is on the advisory board for the Kelley School of Business and Dean of Students’ board at Indiana University. He also holds a position on the Culver Academies parents’ board.
When he is not working, you can find Greg spending time with his family or investing in one of his many passions, which include cooking, Spartan races, fly fishing, and meditation. To learn more about Greg, connect with him on LinkedIn.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.