Roadmap to the new retirement

Less structured & more personalized


At Farstad Portfolio Management we have developed an innovative step-by-step process that maximizes the effectiveness of retirement planning.

Our process integrates the principles of total wealth management with the generation of after tax income – a vitally important financial issue for retirees.

We create completely customized individual retirement plans – A Roadmap To The New Retirement – that offer four compelling competitive advantages over most of the retirement plans with which they compete.


Our Retirement Plans