*Mark and his business partner Scott are both native Charlotteans and are proud of how their city has grown up since they were boys. They have both enjoyed some success in the real estate business and have started to diversify their interests into other areas of the business world. They came to FairWay Financial having recently opened a fitness studio.
They were a little confused about their options for business continuity in case of a catastrophe, retirment savings options and they were also looking for a referral to a CPA.
With lower cash flow in the beginning, we were able to show them different solutions in the event of one of them becoming incapacitated using life insurance. We then introduced them to a CPA who has worked with a number of our clients over the years.