Sagemark Consulting Private Wealth Services
Thank you for visiting our practice website. Whether you are a current client, were referred to us by a friend of the practice, or learned of our services through our presence in the community, we welcome you.
Rick Farrar is part of Sagemark Consulting Private Wealth Services*, a preeminent group of financial planners who have prodigious experience in providing wealth management, business continuity, and sophisticated wealth transfer strategies for some of the most affluent families in America. Located in Birmingham, AL, Rick and his team provide holistic financial planning and advice to business owners, executives, foundations and non-profit organizations.
With more than 50 years of combined experience in assisting clients to build and preserve their financial legacies, we can help you compose a future that is in harmony with your vision.
Our financial planning process revolves around you, your business and your family’s financial and lifestyle goals. Through a time tested and proven process, we provide you with the comprehensive advice you need to help you make the informed decisions that will secure your present and compose a legacy for the future.
*An internal Lincoln Financial Network organization of top planners
Helpful Content
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Use this calculator to estimate your capital gains tax.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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A presentation about managing money: using it, saving it, and even getting credit.
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Principles of Preserving Wealth
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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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Surprises
Making the most of surprises is a great reason to work with us.
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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.