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2409-B Plantation Center Drive Matthews, NC 28105

(980) 245 4757
info@fairwayfinancialnc.com
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Services

Our firm specializes in helping individuals develop sound retirement strategies. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information provided. We offer personalized, hands-on service, and seek to educate our clients about financial concepts and strategies to take the mystery out of investing, insurance, estate planning, and preserving wealth.


We are driven to help good people live their lives with the confidence they need to get everything they want from life. We work with you by developing a strong relationship based on integrity and trust. As we work with you, we want to get to know you and learn about your hopes, goals, anxieties, and outlook. It is from this relationship that we develop different strategies to help you achieve financial independence.

RETIREMENT PLANNING

RETIREMENT PLANNING

We can help you grow your nest egg, with inflation and investment returns in mind.

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IRA & 401(K) ROLLOVERS

IRA & 401(K) ROLLOVERS

Rolling over a 401(k) from a previous employer can be overwhelming, but we can help you through it.

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  FINANCIAL PLANNING

  FINANCIAL PLANNING

Planning for life's surprises can be daunting, but we are here to help you plan for all of them.

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  SMALL BUSINESS

  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 PLANNING

COLLEGE PLANNING

Education is expensive, and you don't want your children to be burdened with a massive debt at graduation.

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  WEALTH MANAGEMENT

  WEALTH MANAGEMENT

Saving for the future is good. Wise investing with a rigorous selection process is better.

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  ESTATE PLANNING

  ESTATE PLANNING

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

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  TAX PLANNING

  TAX PLANNING

You may be making the maximum contribution to your employer's retirement plans, but do you know if you can contribute to other types of accounts?

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Let’s schedule a meeting so we can discuss how we can best help you!

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