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Jeffery C. Farris, CFP®

Jeffery C. Farris, CFP®

Financial Advisor

"I help people achieve financial goals."

Jeff understands the important role a CERTIFIED FINANCIAL PLANNER™ certificant plays in helping individuals and families achieve their life goals. As your professional partner, he can provide:

Lifetime Needs Analysis

Jeff develops a long-term working relationship with his/her clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, Jeff provides retirement estimates and counseling to help you maximize your benefits and flexibility.

Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals

Jeff takes pride in listening to his clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, planning for the loss of a loved one's income, and insuring long-term care in later life, Jeff is there to help.

Objective Investment and Risk Management Advice

Jeff's client-centered approach to investment counseling can help you assemble a diversified** portfolio including insurance and risk management strategies designed to help meet your unique needs. Jeff and his team provide their clients with one-stop shopping:

  • Personalized Financial Planning
  • Asset Management Strategies
  • Customized Retirement Counseling
  • Investments
    • Federal and State Tax-Free Mutual Funds
    • Tax-Deferred and Tax-Sheltered Investments (fixed and variable)
  • Insurance
    • Life Insurance
    • Long-Term Care
  • Retirement Planning
    • Lump Sum Rollover Consultations
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • 403(b) Retirement Plans
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account
    • UGMA/UTMA

Jeff Farris, CFP® is a CERTIFIED FINANCIAL PLANNER™ certificant who is dedicated to helping individuals with all aspects of financial planning. Jeff began his career focusing on the needs of educators and has since broadened the scope of his business to include sole proprietors, retirees, and small businesses.

Jeff earned a BBA in Finance from Sam Houston State University, Huntsville, TX. He holds FINRA Series 6 and 63 securities registrations and has life and health insurance licenses in Texas. Jeff's career with Dearborn & Creggs began in 1996. Prior to joining Dearborn & Creggs, he was a loan analyst for Citizens Bank of Texas, N.A. Since joining Dearborn & Creggs, he has successfully completed several educational and self-improvement seminars, including the Certified Financial Planning Certificate Program, the Dale Carnegie Training Program and the Morningstar Education Program. 

Locally, Jeff has delivered numerous educational seminars on topics such as saving money for retirement, understanding your investments and issues related to teachers’ retirement, and has volunteered for the schools on Career Days and the Texas Scholars Program. Jeff is married to Elizabeth and together they have six children.

Financial Planning Services

Financial Planning is the process of wisely managing finances to help clients achieve their dreams and goals. At the same time, financial representatives must also help clients negotiate the financial barriers that inevitably arise in every stage of life. The process includes assessing the client’s current financial situation, setting goals, and developing a personalized plan to help meet those goals. Once the plan is implemented, I will monitor its progress. As a financial professional, I can help clients make decisions to keep their plan on track and help maximize their financial resources throughout their lifetime.

*Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC   www.lincolninvestment.com . Dearborn & Creggs, and the above firms are independent, and non-affiliated.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.

Before deciding whether to retain assets in an employer plan or roll over to an IRA an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, possession of employer stock and reduction/elimination of guaranteed benefits from the pension plan.