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What We Do

What We Do

Financial planning is not a narrow term; it includes a lot more than deciding what investments to use. Fairway Financial specializes in “life planning.” We believe a well-planned life thrives on the foundation of knowledge and action.

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How We Do It

How We Do It

We are passionate about simplifying your finances and positioning you for success in all areas of your life. Our analytical and process-driven approach to life-planning enables us to help you design a plan and stay on track. What is our motivation? Getting to watch you live your best life.

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At Fairway Financial, we define our mission in two words: partnership and education.

Our fears are based on the unknown; Fairway Financial seeks to protect your hard-earned money in uncertain times. We will be your partner and coach in life. We see financial planning differently. Experience the peace of mind that our expertise can provide for your financial future.

Components of a Well-Planned Life

At Fairway Financial, we are not your average financial planning firm; we are dedicated life planners. We plan for all the pitfalls life can throw at you.

Understanding what your financial scenario consists of is the first step toward financial health. Having a financial partner who is in constant communication with you, working in lockstep to create order and balance in your financial life, can give you peace and direction in all areas of your life.

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Understanding the impact taxes have on your assets will help keep more of your money working for you.

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Retiring can be an emotional and exciting time. At Fairway Financial, we want you to feel confident in your financial future. Knowing how much income you will need and where the income is coming from is the only way to ensure that you won’t outlive your retirement assets.

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Planning how your assets are distributed after you pass will ensure that your intentions are honored.

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Helpful Content

Client Education

Education is one of the most significant components of our relationship with our clients.

<p>Travel, Without the Baggage</p>

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.
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<p>Problems with Probate</p>

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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<p>Data Thieves from Outer Space</p>

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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