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Farnam Financialfarnamfinancial.com · Low evidenceFarnam Financial is a Phoenix-based wealth management firm serving clients with over $2 million in investible assets, particularly those nearing or in retirement. They offer retirement planning, low-cost portfolio management, tax optimization, insurance review, and estate planning services, charging a 1% fee on the first $2 million managed with no additional fees for ancillary services.
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