You’ve reached retirement.

Are you scared of outliving your savings? Do you have a plan to make sure you don't?

Message from The Farese Group

With the volatility of the stock market comes understandable concerns about your retirement savings being sufficient.

Give our office a call and let us help you evaluate your plan. Our goal is, and always has been, to help you outlive your savings.

We want to express that The Farese Group’s number one priority is the health and safety of all our clients.

We are with you in this unprecedented, ever-changing COVID-19 situation and are available to discuss your accounts by telephone appointment until this resolves.

Year after year, you saved up for that one day when you’ll finally have enough money to retire. What now?

Unlike other firms that concentrate on the wealth accumulation phase of your life, we focus on the distribution phase, the transition to retirement and your actual retirement years. We’ll give you a strategic game plan on how to help you spend your savings intentionally and wisely. That’s something we’ve been doing successfully for nearly two decades.

We care about your retirement, and we want to help. Call us for a free consultation.

Year after year, you saved up for that one day when you’ll finally have enough money to retire. What now?

Workshop Calendar

If you’re in or nearing retirement, chances are you have lots of questions: Do I have enough money to retire? At what age should I start? How long will my money last? And, of course, where should I put my money once I start receiving distributions?

These questions have never been more important than they are now. Be prepared for your retirementand join us for a complimentary workshop today.

Check back for upcoming workshops.

Client Events

We are grateful to everyone who has supported, and continues to support The Farese Group over the past two decades. We truly enjoy showing our clients our appreciation through several location-based events throughout the year.

2020 Client Events coming soon.

Logic Corner

When Good Markets Go Bad

We know markets will cycle – we just don’t know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten….

Basics of Required Minimum Distributions

The IRS lets investors hold off taxes on certain retirement accounts – but not forever. Congress encourages Americans to save for retirement by investing in tax-deferred accounts where…

Impact of Health Care on Retirement

Will health issues force you to retire earlier or spend your nest egg quicker than you planned? Nearly half of Americans retire sooner than they expected, most of…

Jackson, Mississippi

140 Township Avenue, Suite 222
Ridgeland, MS 39157
Phonep: (601) 607-4141     f: (601) 607-7774
Toll-Freetoll-free: (877) 327-3735

Oxford, Mississippi

1301 N Lamar Suite B
Oxford, Mississippi 38655
Phonep: (662) 550-4715     f: (601) 607-7774

Little Rock, Arkansas

Phonep: (501) 664-0033     f: (601) 607-7774

Baton Rouge, Louisiana

Phonep: (225) 250-1700     f: (601) 607-7774

Ridgeland

140 Township Avenue, Suite 222 Ridgeland, MS 39157

Oxford

1301 N Lamar Suite B Oxford, Mississippi 38655

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