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  105 Lincolnway Suite 205, Valparaiso, Indiana 46383              (219) 246-2516              [email protected]

   

Farrall Wealth

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Our Services & Fees

Our Services & Fees


We are stewards of the irreplaceable capital for a select group of families, women, small businesses, and nonprofits. As a fee-only, independent financial firm, we only succeed if you succeed. We aren’t tied to any proprietary products or brokers. Instead, we make a flat fee of the assets you trust us to manage.

Our services can be broken down into the four main areas of true wealth management:

Seek Wealth Growth

  • 401(k)
  • IRA
  • Roth IRA
  • Options and stocks

Potential Creation of Wealth

  • 529 education savings plans
  • Tax-advantaged strategies
  • Corporate stock incentives

Preservation of Wealth

  • Structured products
  • Life insurance
  • Long-term care, disability, and critical illness insurance

Distribution of Wealth

  • Estate planning
  • Wills & trusts

We work with clients with at least $1 million of investable assets, which allows us to offer the highest level of family-office service to all our clients. 

LPL Financial

Farrall Wealth is backed by our broker-dealer, LPL Financial, one of the nation’s leading financial services companies and a publicly-traded company with locations in Boston, Fort Mill, and San Diego. With over 3,300 employees and a trillion dollars under management, LPL provides Farrall Wealth with tools and resources that help us meet our clients’ needs. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

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Ready to learn more about how Farrall Wealth can help steward your wealth? Let’s get started.

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  105 Lincolnway Suite 205, Valparaiso, Indiana 46383
  Office: (219) 246-2516
  Toll-Free: (877) 261-5428
  Fax: (219) 246-2210
  [email protected]

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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