For over 30 years, we've worked tirelessly with individuals entering into new seasons of life. Preparing for retirement, making a career shift, or adjusting to life changes, require financial decisions and we work with you to create a successful transition. Our team will help you create and implement an investment and financial plan to meet your needs and challenges.
Wealth management includes financial planning and investment management and together they create a successful transition. Our fee-only planning and investment approach considers all aspects of your finances. We are fiduciaries and have your best interest at heart. We act as your family Chief Financial Officer (CFO).
Wealth management includes financial planning and investment management and together they create a successful transition. Our fee-only planning and investment approach considers all aspects of your finances. We are fiduciaries and have your best interest at heart. We act as your family Chief Financial Officer (CFO).
Services
We're committed to excellence. In addition to the rigorous standards of conduct we adhere to as fiduciaries, FAI's professional team members maintain industry-recognized accreditations that reinforce our commitment to the highest levels of knowledge, integrity and service. Similar to the CPA credential in accounting, the CFP(R) and CFA serve as the gold standard for wealth managers.
By understanding your unique situation and goals, we'll develop a financial plan and investment strategy that is customized for your success and stability. Our solutions are backed by the latest data and insights. Your finances are supported by a knowledgeable team using fundamental research techniques.
At FAI, we believe you are a client for life. We want you to determine our planning and investment process is valuable and our partnership will be successful before you commit to pay our fee. Therefore, we developed a 6 Step process to get you started. In a 30-minute phone call, we'll have the chance to make sure your situation matches our expertise.
You're unsure what changes need to be made to your wealth picture to ensure that you'll be secure throughout your lifetime. We work with engineers, professionals, and business owners to plan for and enjoy retirement. We'll help create a coordinated financial and investment plan for a seamless transition into a relaxing retirement.
Do you have superior client service skills and a great work ethic that you want to contribute to an established, continually growing financial advisory business? We are looking for dedicated, detail-orientated people to join our team. Our formula for success is to put our clients first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today.
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