Services

We offer comprehensive financial planning through multiple approaches. Our planning process and services include investment management strategies and guidance on taxes and estate matters.

One way in which we do that is by specializing in life-changing events. We help people who are retiring, getting divorced, selling a business, or have recently lost a spouse or parent. These are challenging circumstances for most people, and we have a particular skill set that enables us to guide you through these emotional times.

We review your investments and design a personalized portfolio appropriate for your needs. We provide continuous monitoring of your assets, conduct review meetings to discuss your investments, update your overall financial objectives, and reallocate your portfolio as needed. By providing you with quarterly statements, we ensure that you always know how your financial plan is working for you. We give independent advice and empower you to make informed decisions regarding your investments. Additionally, we can provide recommendations regarding investment allocation in your employer-provided retirement plans, such as your 401(k). You’ll have access to “market watch” letters detailing our research, analysis, and view of the investment markets’ current state. We also offer a risk tolerance assessment that allows us to design a portfolio tailored to your personal risk level.

We will review a copy of the tax return your CPA prepares for you to look for opportunities to reduce taxes. Tax-loss harvesting, tax-gain harvesting and Roth conversions are a few of the tax strategies we utilize at Fairway Financial. We review your tax scenario and plan accordingly to incorporate any tax law changes. While we don’t provide tax preparation, we provide guidance and strategies to maximize your portfolio for tax-efficiency.

By analyzing your current and future income needs, we can implement ways to fund those needs while helping you maintain a comfortable standard of living. This analysis allows us to implement the most appropriate distribution strategy for your retirement assets.

Early estate planning may be able to address any concerns you have about how and where your assets go after your death. While we are not attorneys and cannot provide legal advice, we can help create a strategy to transfer assets to your Living Trust or other Trusts in a tax-efficient way. We guide you with the appropriate and necessary steps in the event of the death of a loved one.

Fairway Financial believes communication and education are key. You’ll receive informative newsletters that provide education and industry news as well as specialized reports on how to reduce your taxes and other topics critical to your financial well-being. We also facilitate Gold Medal Service Events, including client appreciation events where you can bring guests. We provide you with access to our client portal, where you can access all your account information.