Alan Faerber CFP® CRPC®, Medicare Insurance Agent
Alan Faerber CFP® CRPC®
Bountiful Finanical Planning
Medicare Agent Licensed in UT
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West Bountiful, UT
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About Me
Alan found his passion for financial planning while studying at the University of Utah, where he earned his Bachelor of Science in 2006. He then began his career in financial services in 2007, just before the Great Recession. He helped his clients successfully through one of the most challenging recessions our country has experienced.
After helping self-directed investors succeed, he found they often needed guidance and specialized help in areas other than investing.
Since then, Alan has honed his holistic financial planning, investing, and insurance knowledge. He has guided hundreds of individuals and families through complex financial and investing situations, helping them maximize their assets, manage tax bills, and alleviate burdens on loved ones. His commitment to continuous learning is evident in his Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNING™ designations, further enhancing his ability to transform lives through financial planning.
Alan's true passion lies in helping people like you plan and achieve the experiences that bring happiness and meaning to your lives. Whether it's supporting missions, volunteering, or meeting special family needs, he is dedicated to working with you to make your aspirations a reality.
Articles by Alan Faerber CFP® CRPC®
Q&A with Alan Faerber CFP® CRPC®
How can you create a comfortable environment for discussing Medicare with your parents?
Answer: Find a private, relaxed setting for an uninterrupted conversation. It's important to have a time and place where you and your parents can openly discuss their Medicare options without distractions.
Why is it helpful to follow up with your parents after discussing Medicare?
Answer: Following up regularly will show your ongoing support and commitment to helping them make the best Medicare choices. This ongoing support is a crucial part of the process and will make your parents feel more secure and cared for.
What are some ways to ensure your parents feel supported during the Medicare decision-making process?
Answer: Let your parents know you're there to support them during this potentially confusing time of making decisions about complicated benefits. Listening to their concerns and offering reassurance will make the process less overwhelming for them.