What are your financial goals for the future? We offer comprehensive financial security planning to help you live the life you want today and secure the legacy you want for tomorrow. Protect yourself, your family and your legacy with insurance. We offer a number of plans including: life insurance, critical illness insurance, and disability insurance.
Services
At O'Farrell Financial, we provide financial and estate planning services to help our clients live the life they want today, and secure the legacy they want for tomorrow. Regardless of where we are in our lives, whether we're starting a family or planning our estate, purchasing a home or planning for retirement, a plan helps us get the best of what we want the most.
At O'Farrell Financial Services Inc. we offer a variety of comprehensive services to meet your unique needs. Whether you are an individual or a business owner you may have a number of questions: What does retirement look like for me? What will happen to my farm, my business or my family when I retire or pass away?
Our Employee Benefits division specializes in providing our clients with the best possible solution for their unique needs. Our team will work with your organization to obtain the most cost effective plan available. Employees and employers receive benefits without having to belong to associations, where membership fees are usually required.
Conversations about Estate Planning and Charitable Giving were once reserved for the wealthiest families, but those times have changed. Estate Planning services are designed to do some very important things. First, they are not used simply to decide what to do with your assets when you die.
Estate Planning starts by taking a good look at how to minimize the taxes you pay and maximize the money you have available so that you can live the kind of life that you want.The next place it looks is to ensure that what happens with your wealth when you die, happens according to your desires. A Will is typically seen as a tool to do that, and while it is a key element, it is not the only thing required.
Estate Planning starts by taking a good look at how to minimize the taxes you pay and maximize the money you have available so that you can live the kind of life that you want.The next place it looks is to ensure that what happens with your wealth when you die, happens according to your desires. A Will is typically seen as a tool to do that, and while it is a key element, it is not the only thing required.
Your farm is your life's work. O'Farrell Financial Services Inc. is ours. We understand the desire and drive to leave behind a powerful legacy. That is why we want to help you put together a solid succession plan for passing on the family business to the next generation. A good succession plan takes time, patience and expertise.
Reviews (1)
Lauren C.
Nov 13, 2021
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We have appreciated the time, energy and attention Bonnie has spent with us. She has taken the time to get to know us, educate us and help us understand our options and we feel we are in excellent hands with her and O'Farrell Financial and their team backing her up to ensure we are well taken care of. I would recommend Bonnie and O'Farrell Financial for any young couple starting a family, similar to ourselves, or any stage of life where I believe the same support would be provided.
