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.
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.
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.
Learn moreUnderstanding the impact taxes have on your assets will help keep more of your money working for you.
Learn moreRetiring 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.
Learn morePlanning how your assets are distributed after you pass will ensure that your intentions are honored.
Learn more
A Primer on Dividends
4 Elements of an Estate Strategy
