“Utility of Money”


Go Farther!

Since college, I’ve always loved the complexities of this simple phrase: “utility of money.” Now as a financial advisor at Farther who’s amassed over 28 years of experience, I’ve gone from learning what this phrase means to me to determining what it means to my clients.

?Our “utility of money” is constantly evolving and being shaped by different factors throughout our lives. When we’re younger, oftentimes we look at this as “the more money we have, the better off we’ll be.” But as we grow older, we understand that building our wealth goes beyond this, where other factors like risk and reward come into play. Through investing that is personally tailored to our individual situations, we’re able to maximize our potential future utility.?

As an advisor, I’m committed to helping my clients live out their best “utility of money.” First, I focus on equipping the younger generation with fundamental financial knowledge and enable my clients to engage in meaningful discussions around this concept with their heirs, helping them to secure their financial security now and in the future.?

From here, my financial services can really shine. By going beyond this financial foundation, I can help you to define and redefine your personal “utility of money,” collaborating with you and your team to identify the best ways to fully maximize your customized portfolio and future utility. At Farther, we bring together the expertise of financial advisors and cutting-edge technology to drive this process to ensure your wealth reaches its greatest potential.

?Let us help you go Farther! #gofarther #teamfarther

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