About Farley Planning Group

"Mission Statement"

Provide financial leadership to individuals, couples and families who desire to make the best possible decisions about their money based upon their core values, current situation, future plans and family dynamics.

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

Through our association with First Allied Securities, based in San Diego, CA as well as other key affiliations, our clients gain access to:

• Pershing LLC is the clearing agent for First Allied Securities, Inc.
• Direct access to most mutual fund and insurance companies.
• Separate managed accounts.
• Basic and advanced pension and insurance solutions.
• Alternative investments.
• Free Internet access to current account holdings.