Bruce R. Farman, CFP®, CEP®, RFC
1021 Matties Walk
Watkinsville, GA 30677
ph: 706.310.0145
fax: 706.310.0534

Welcome to Financial Planning Strategies, Inc.

Thank you for your interest in FINANCIAL PLANNING STRATEGIES, INC. and President Bruce R. Farman - an organization you can count on; a CERTIFIED FINANCIAL PLANNER™ Practitioner you can trust.

This website is about as distant from our way of personally working with each client as you can imagine. However, it does provide a glimpse of who we are, what we do and how we do it.

If you see something here that appeals to you and your current situation, call Bruce R. Farman, at (706) 310-0145.

Mission Statement

It is the mission of FINANCIAL PLANNING STRATEGIES, INC. and President Bruce R. Farman to assist individuals, families and business owner clients in developing the financial planning strategies necessary to help our clients meet their financial needs and goals.

Financial Planning … A Simple Definition

Financial planning can certainly be - and quite often is - complex in its execution. But it is almost always simple in its conception.

"Financial planning seeks to help protect us and our families from the financial consequences of death, disability and 'disaster'; to help fund the best educations our children and grandchildren can qualify for; to help endow us with a comfortable retirement in which we have the potential to remain financially self-sufficient; to help create legacies for our heirs; to enable us to contribute meaningfully to institutions we believe in."

FINANCIAL PLANNING STRATEGIES, INC. President Bruce R. Farman, is committed to the utilization of the financial planning process – the systematic 6-step process recognized by the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

In addition, Bruce R. Farman integrates the utilization of the financial planning process within the context of biblical principles in order to maintain a biblical perspective on money and temporal possessions.

The house building process proceeds in sequential order according to the architect’s blueprint - foundation, framing, roofing, drywall, plumbing, electrical, etc.
Biblical principles are analogous to the blueprint that an architect would use in building a house. One of the practical methods Bruce uses to convey this message is a visual aide called the FINANCIAL PLANNING BLUEPRINT.

Please click here to see FINANCIAL PLANNING BLUEPRINT.

Through Bruce's affiliation with Lincoln Financial Advisors, a registered investment advisor, clients have the opportunity to leverage the strengths of a personal relationship with an experienced, credentialed CFP® plus utilize the technical expertise of a nationally-recognized planning organization with a distinguished tradition dating back over 50 years.