For over 30 years we have been advising individuals who want to develop and implement an intelligent, comprehensive long-term financial plan, customized to their personal goals and resources. Our financial planning process is founded on the idea that capability and experience are the keys to success.
We expect each advising relationship to endure for many years, possibly even generations. Because our professional perspective is long-term, we believe that all financial planning relationships must be borne in an environment of trust, objectivity, and professionalism. Our commitment to our clients is to provide exceptional service, remain independent and objective, and to provide knowledgeable advice.
We expect each advising relationship to endure for many years, possibly even generations. Because our professional perspective is long-term, we believe that all financial planning relationships must be borne in an environment of trust, objectivity, and professionalism. Our commitment to our clients is to provide exceptional service, remain independent and objective, and to provide knowledgeable advice.
Services
Steven Fairchild is a Certified Financial Planner, Accredited Investment Fiduciary(R), and President of Fairchild Financial Advisors, Inc., a Registered Investment Advisor. Mr. Fairchild is a well-known financial educator, having taught financial planning courses at UC Davis. For over 30 years he has been teaching strategies to help individuals, like yourself, seek to preserve and grow their assets, reduce taxes and increase their income.
During your initial meeting, we will discuss the services you would like us to provide, whether comprehensive financial planning or guidance in one key area - such as retirement, estate planning, or investing. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals.
We design investment portfolios for investors' specific needs. We offer a range of asset allocation approaches and provide access to a variety of portfolio strategists. These strategists make initial and ongoing asset class recommendations for use in your portfolio. Our investment platform features both industry-recognized portfolio strategists and small, specialized firms pursuing comprehensive strategies.
If you want to identify clear financial goals and make knowledgeable financial decisions, you have an important choice to make. You can face the possible challenges and pitfalls by going it alone. Or, you can choose to manage your situation by working with a team of experienced professionals who follow a disciplined and rigorous decision-making process.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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