“Over 50.” An Internet search for this term pulls up over 3.1 billion results! The reality is that many of us are at that age when life is transitioning all around us, and finding stability is more important than ever.

Our family trees have deep roots, so we’re concerned for our loved ones. We wonder if our children and grandchildren will be able to support themselves. We also worry about our aging parents. Are they safe in their own home or do we need to locate a better place to accommodate their needs? And what if we’re suddenly forced to figure all of this out on our own? The physical or emotional loss of a loved one, be through divorce or death, can leave us feeling very unsettled.

Of course, there are positive transitions in life, too. Professionally some of us are at the pinnacle of our career and are looking forward to retirement, a new calling, or if we own a business, possibly an exit strategy. Perhaps a second marriage, blended family and/or a new home are in your future. As each new chapter begins, new questions arise. Will you be ready?

Would you like to talk with one of our advisors?

First Name
Last Name
Email
Phone
When you add up values for all your savings, investments and retirement accounts, you have approximately:
Tell us a bit about your needs:
How did you hear about/find us?

Recent News

Recent News

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
6 days ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Moving to a Retirement Community? Do Your Homework First

Moving to a Retirement Community? Do Your Homework First

12/27/2019 12:00:00 AM EST
3 weeks ago

If you’re considering making the move to a senior living community, it’s not something to be taken lightly. Like any other major life ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.