SERVICEs
We can help you build a personalized plan around your full financial picture, covering topics like retirement,
taxes, health care, estate planning, and education savings.
Investments
We can manage your portfolio to help grow and protect your wealth. This includes factoring in your preferences and feelings toward risk, with ongoing monitoring and rebalancing.
Non-Retirement Investment
- • UTMA/UGMA
- • 529 plans
- • Non-retirement brokerage
Mutual Funds
- • American Funds
- • Vanguard
- • JP Morgan Asset Management
- • Goldman Sachs
- • Fidelity
Fund Families
These investments are available on an advisory platform.
Financial Planning
Your advisor will get to know you and what's important to you. Together, you'll partner on a customized plan designed to help grow and protect your wealth.
Asset management for trusts
Retirement Planning
- • Individual Retirement accounts (IRAs)
- • Small Business Retirement-(employer-sponsored 403(b), 401(k), 401(a), SEPIRAs, SIMPLE IRAs)
Charitable Giving and Planning
- • Donor-advised funds
Annuities and Insurance
Whether you're seeking stability through Fixed Annuities or exploring growth potential with Variable Annuities, our expert guidance ensures tailored solutions for every stage of life.
- • Fixed and variable annuities
- • Individual life insurance
- • Group life insurance benefits
- • Long-term care insurance
Who We Serve
From individuals navigating the complexities of wealth management to families securing their financial legacies and organizations seeking strategic retirement planning, The Faller Company is your dedicated partner in achieving financial success at every life stage.