2409-B Plantation Center Drive
Welcome to FairWay Financial, LLC
Where Life Intersects With Finance
“To provide those we serve with the confidence needed to achieve goals and ambitions -through leadership, mutual trust, and character in action.”
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.
Learn More About Our Services
Actions are what set us apart. We take care to know who you are personally so that we can trulyunderstand your goals and how to get you there.Learn more about the “Y.O.U. Meeting”, the first step in our planning process.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Rather than “selling” products or commission-based portfolios, we focus on your goals andaspirations. Our services span from investment management to financial planning, but one thingstays the same: we are focused on you.Learn about the variety of services we can help you with.
We can help you develop a savings and investment strategy to fund the lifestyle you want.
If you had a retirement account with your previous employer, you have options to consider. We can help you evaluate the pros and cons.
Will your family survive financially if a breadwinner loses their life?
Do you know your options for business continuity in case of a catastrophe? Do you know what your retirement savings or insurance options are?
Education can be expensive. Do you want to look at funding options to help cover tuition for school?
Investing with an intentional purpose is at the core of all we do at FairWay Financial.
Is the financial future of your spouse & children in good hands? We take estate planning seriously.
You may be maximizing contributions to your employer's retirement plans, but are there additional options that can lower taxes in the future?