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Where Do You Want Your Financial Roadmap to Take You?

Bringing Your Entire Picture Together: One Piece at a Time

Financial independence is knowing that you have the means to live the life you want to live without worrying if it jeopardizes your future. We are focused on planning for a future where your salary or business is not the primary source of income. To get there, it is necessary to understand what is important to you and to have a plan that grows with you.

When we work with you, we will build a relationship based on communication and trust. As fiduciaries, we will always act with your best interest as the sole motivation. It is our goal to take the time to truly understand you and your concerns – both at this stage of life and the next.

Our Services
Focused on You

Actions are what set us apart. We take care to know who you are personally so that we can truly
understand your goals and how to get you there.
Learn more about the “Y.O.U. Meeting”, the first step in our planning process.

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Designed for You
A New Approach to Planning

Rather than “selling” products or commission-based portfolios, we focus on your goals and
aspirations. Our services span from investment management to financial planning, but one thing
stays the same: we are focused on you.
Learn about the variety of services we can help you with.

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Take control and learn about where your money can go today

Trusted Financial Services & Wealth Management

Retirement

We can help you develop a savings and investment strategy to fund the lifestyle you want.

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IRA & 401K Rollovers

If you had a retirement account with your previous employer, you have options to consider. We can help you evaluate the pros and cons.

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Insurance

Will your family survive financially if a breadwinner loses their life?

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Small Business

Do you know your options for business continuity in case of a catastrophe? Do you know what your retirement savings or insurance options are?

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College

Education can be expensive. Do you want to look at funding options to help cover tuition for school?

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Asset Management

Investing with an intentional purpose is at the core of all we do at FairWay Financial.

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Estate

Is the financial future of your spouse & children in good hands? We take estate planning seriously.

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Taxes

You may be maximizing contributions to your employer's retirement plans, but are there additional options that can lower taxes in the future?

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Tell Us How We Can Help You Today

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