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

About Us

We believe that it’s not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life.

Our overriding philosophy – the one that distinctively defines the way we do business is summed up as follows by President Bruce R. Farman,

"In our firm, we have conviction in what we do: the courage to get our clients to take action; competency based on credentialed professional designations combined with continued education; and communication that builds understanding and trust - these are the commitments that we make to each of our clients."

What Can You Expect From Us?

  • Identifying your needs and wants; your vision of your future.
  • Analyzing and evaluating your personal situation, including your feelings and past experiences
  • Providing input and advice to help you make timely, informed decisions.
  • Remaining with you as you take the identified action to help achieve your goals.

The benefits of this approach are many. You gain a better appreciation of your financial situation and the impact that various options have on the financial well-being of you and your family. This places you in a better position to make wise decisions and makes that picture of your future clearer than ever.

A Coordinated Picture and Direction

Many of our clients have other advisors – an attorney, a CPA, a broker - they already trust. We supplement and coordinate the work these advisors do for your estate, business succession and investment planning. Specifically, we look at all areas of your financial planning and pull them all together in a cross-disciplinary manner to create a personalized "financial condition" model in order to most effectively help meet your financial and asset preservation objectives.

We Know Financial Planning Like Nobody’s Business

As financial planners registered with Lincoln Financial Advisors - a nationally recognized planning organization with a distinguished tradition dating back over 50 years - provides comprehensive support to our clients, along with the most advanced technology and the best people at both the local and national levels. We have access to some of the best minds in the field - investment specialists, financial plan designers and dedicated support personnel. Their combined expertise helps us successfully handle complex financial situations like yours, each day, week, and month - year after year.

In summary, our clients have the opportunity to leverage the strengths of a personal relationship with an experienced, credentialed CFP®, plus utilize the technical expertise of Lincoln Financial Advisors national network of resources.