Alan B. Faerber

Senior Financial Planner

CFP®, Chartered Retirement Planning Consultant

TomiPlan6900 S. 900 E. Suite 200, Midvale, UT 84047

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Business Owners, Executives, GenX, High Earning First Generation, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement

Major Milestones I Specialize In

Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Retirement Planning, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

If an advisor only gets paid if you buy their product, guess what their financial plan is likely to say you need? At TomiPlan, financial planning is what you pay for. Our compensation doesn’t depend on selling you a product, receiving a referral fee, or managing your investment accounts. You pay us to build evaluations of your options, challenge assumptions, all to help you make better decisions. Financial success goes far beyond investment performance. Your investments could be growing while unnecessary taxes, overlooked risks, and disconnected decisions quietly undermine your progress. We help you answer the questions you're already asking: • Am I paying taxes I could avoid with better planning? • What should I do with my next dollar—and why? • Can I afford to retire, help my children, or spend more without jeopardizing my future? • Am I paying for insurance I don’t need—or carrying risks I haven’t recognized? • Will my estate plan actually do what I intend for the people I love? What could I be missing? • What opportunities or costly mistakes am I overlooking? We look at how the pieces of your finances fit together, and model your options before recommending action. We explain the tradeoffs, help you prioritize, and revisit decisions as your life changes. Sometimes the answer is to make a change. Sometimes it’s to keep what you have. Any recommendation should be backed by thoughtful analysis you can understand. Our work is to help you keep more of what you earn, proactively manage taxes, reduce risk, protect your family, and turn financial complexity into clear next steps. Which of those questions would you like a clearer answer to?

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.