Who We Are
Let's Walk Together!
GoFar Wealthy is a subsidiary of GoFar Financial LLC, created to inform, educate, and to provide knowledge, skills and tools to investors, both beginners and experienced, who are excited about the decision to be IN CONTROL on their way to be financially independent and wealthy through the FINANCIAL MARKETS VEHICLES AND THE PILLARS OF WEALTH.
OUR DECLARATION: Anyone Can Become Wealthy! The Choice Is Now Yours!
We strongly believe financial wealth is not exclusive! However, as a SELF-DIRECTED INVESTOR, you MUST have a LONG-TERM MINDSET to be wealthy.
We are providing all necessary financial know-how tools to help you navigate the intricacies and complexities of investing in the financial markets, understanding the risks, rewards, challenges and opportunities that the financial markets present.
While investing in the financial markets, such as the stock market, is referred to as the 'Loser's game', our 'solution-based' knowledge and tools, on this platform, will make you a WINNER in a loser's game as you MANAGE your MONEY, and BEAT the PROS.
As a self-directed long-term mindset investor, the GAME TIME IS NOW! It's Hands-On, Be In Control - We will walk with you!
To help you achieve desired financial independence and wealth, we strategically identified four pillars of wealth building: FINANCE, INVESTING, RETIREMENT and TAXES, and then provide the necessary fundamentals and knowledge base.
To JUMPSTART your knowledge acquisition, check the sections on Knowledge Base Frequently Asked Questions, Roadmap and the Insights of top accomplished investors.
It is our passionate goal to help self-directed long-term mindset investors manage finances, eliminate debts, invest for the long-run, fund retirement and manage taxes from advantaged 'helicopter' position at any stage of this self-actualization endeavor.
At GoFar Wealthy, we have great resources and qualified credentialed coaches and mentors to walk with you through this prosperity journey to financial independence and wealth.
You Can Count On Us | Let's Go Far Together!
What We Do
Managing Finances Education
PERSONAL FINANCE FOUNDATION
- Personal Budgeting
- Managing Cashflow
- Multiple Income Streams
- Living Debt-Free
- Improving Credit Score
- Emergency Fund
- Managing Spending
- Setting Financial Goals
- Self-Development
Investing Education
INVESTMENT MANAGEMENT
- Investing Goals
- Investing philosophy & Principles
- Investors and Investing Mindsets
- Investment & Investing Strategies
- Analyzing & Evaluating securities
- Value Investing Approach
- Growth Investing Approach
- Income Investing Approach
- Managing Portfolio
- Managing Investment Risks
Funding Retirement Education
FUNDING & INVESTING FOR RETIREMENT
- Investing For Retirement
- Setting Retirement Goals
- Retirement Accounts
- Selecting Retirement Account
- Managing Retirement Account
- Optimizing Retirement Account Returns
- Social Security Income
- Withdrawal & Distribution From Retirement Accounts
- Post-Retirement: Accounts Funding & Management
Managing Taxes Education
PLANNING | COMPLIANCE | RESOLUTION
- Investors Tax Compliance
- Understanding Capital Gain Tax
- Investment Tax Loss Harvesting
- Tax Advantaged-Efficient Accounts
- Virtual Currency Tax Compliance
- Tax Planning & Savings Strategies
- Dealing with U.S. Internal Revenue Service (IRS)
- IRS Tax Disputes & Resolution
- IRS Tax Debt Relief
- IRS Tax Returns Examination & Audits
Our Community
Individuals
Members of the community we serve include individuals excited of advancing their journey to financial independence and wealth.
We inform, educate and inspire individuals new to financial market investing world and the experienced investors toward embracing long-term investing mindset and philosophy.
Families
The families we work with do benefit from the long-term perspectives of managing money, investing, funding retirement, saving for kids' college education fund and wealth creation.
Aside the parents, working kids and adults in the families are positioned to benefit tremendously from the time-horizon advantage reinforced with the long-term investing mindset.
Organizations
We provide financial and investment education to socio - cultural - religious and business associations, clubs, or entities as a group or an entity to empower and enhance their long-term financial independence and 'wealth-being'.
Members of these organizations benefit from the financial wealth education individually and collectively as all imbibe the long-term investing mindset.
Outreach
Online
We reach out to our community online, with information and resources available on our website, this platform, and other social media.
Virtual
We engage members of our community virtually, one-on-one or as a group, in the area of coaching, consulting and mentoring.
In-Person
We provide In-person interactive outreach to our community on one-on-one basis or as a group at our office or agreed-upon location.
WEALTH EDUCATOR
Sunny Azimi, MBA, ACIB, EA, CPA
Sunny is passionate about financial and investment education. Empowering excited individuals with skills and knowledge to confidently take ownership control of their financial destiny.
He is a firm believer in self-directing long-term mindset investing approach to financial independence and wealth.
He has extensive working experience spanning financial, accounting, banking and investment services.
Before founding GoFar Wealthy, he was both General Securities Registered Representative and Investment Adviser Representative with HD Vest Financial Services. He currently manages a specialized tax practice focusing on Tax Resolution.
A professionally designated Chartered Banker, Certified Public Accountant (CPA) and IRS Enrolled Agent (EA) - Licensed to Practice and Represent Taxpayers Before the U.S. Internal Revenue Service (IRS).
Also, he has wealth of insights and credentials in Banking, Finance, Accounting, Taxation, Securities, Investment, Life-Accident-Health-Sickness & Variable Contracts Insurance, Real Estate Brokerage and Appraisal.
A graduate of Economics and an holder of Master of Business Administration (MBA) degree.
He is also very passionate about helping individuals and families with real life-challenging needs.
In his spare time, he plays soccer with family and friends.
Let's Go Far Together
DEDICATION
This website is dedicated to individuals with Self-Directed Long-Term Wealth Mindset on the pathway to financial independence and wealth.
OUR APPRECIATION
Your generous contribution to support our continued operations of this website will be highly appreciated.