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

bruce.farman@lfg.com

For Whom We Do It

Existing Clients

My specialty, for the past twenty-two years, has been to "coach" non-profit organization employees and other professionals to help in their accumulation of retirement plan investments. For those existing investment clients interested in engaging my comprehensive financial planning services, a financial "game plan" strategy is designed emphasizing the financial planning process addressing crucial issues facing all of us - cash flow management, prudent use of insurance, tax reduction techniques investment portfolio diversification, retirement plan analysis, charitable giving and estate preservation to assist in the transfer of assets to heirs and/or charity.

Through my affiliation with Lincoln Financial Advisors, clients have the opportunity to leverage the strengths of a personal relationship with a credentialed financial planner plus utilize the technical experience of a nationally-recognized financial planning organization with a distinguished tradition dating back over 50 years.

Utilizing this unique blend of a planner-client partnership combined with the Lincoln Financial Advisors' network of experts, client needs will be identified and solutions offered within the context of a comprehensive financial plan. Implementation of the effective plan design and continuing client participation will assure our future together.

Prospective Clients

My specialty is to design a comprehensive financial "game plan" for the newly-wealthy ... individuals who have "hit home runs", economically speaking, through a potentially life-changing event such as:

  • an inheritance
  • retirement plan distribution
  • insurance or legal settlement
  • sale of a business or real estate
  • winning the lottery
  • receipt of life insurance proceeds
  • divorce settlement
  • employee stock option

Unfortunately, many people who experience a life-changing event are the least prepared psychologically to work through the financial issues and are most at risk of making poor financial decisions - or not making decisions at all.

Drawing from my academic background as a psychology major in college along with my athletic and financial planning experience allows me to be uniquely qualified to "coach" clients in dealing with life-changing events to help achieve the hoped-for healthy and sucessful transition.

The financial "game plan" strategy emphasizes the comprehensive financial planning process addressing crucial issues facing all of us - cash flow management, prudent use of insurance, tax reduction techniques, investment portfolio diversification, retirement plan analysis, charitable giving and estate preservation to assist in transfer of assets to heirs and/or charities.

Through my affiliation with Lincoln Financial Advisors, clients have the opportunity to leverage the strengths of a personal relationship with a credentialed financial planner plus utilize the technical expertise of a nationally-recognized financial planning organization with a distinguished tradition dating back over 50 years.

Utilizing this unique blend of a planner-client partnership combined with the Lincoln Financial Advisors' network of resources, client needs will be identified and solutions offered within the context of a comprehensive financial plan. Implementation of the effective plan design and continuing client participation will assure our future together.