Life is a series of transitions — natural and unexpected life events like retirement, the sale of a business, mid-life marriage, mid-life divorce, career change, and the need to care for our aging parents.
Does your financial plan include these transitions? If not, we have a great way to get you headed down the right path:
The journey to financial independence can seem overwhelming.
That’s why we created our “Guide to Getting Started” to help you through the process, serving as a roadmap so you know what to expect as we work together. We’ll be with you every step of the way — supporting when you need support, educating when you need education, and advising when you need advice.
Please remember that past performance may not be indicative of future results. Different types ofinvestments involve varying degrees of risk, and there can be no assurance that the futureperformance of any specific investment, investment strategy, or product (including theinvestments and/or investment strategies recommended or undertaken by FAI WealthManagement), or any non-investment related content, made reference to directly or indirectly inthis blog will be profitable, equal any corresponding indicated historical performance level(s), besuitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer bereflective of current opinions or positions. Moreover, you should not assume that any discussionor information contained in this blog serves as the receipt of, or as a substitute for, personalizedinvestment advice from FAI Wealth Management. To the extent that a reader has any questionsregarding the applicability of any specific issue discussed above to his/her individual situation,he/she is encouraged to consult with the professional advisor of his/her choosing. FAI WealthManagement is neither a law firm nor a certified public accounting firm and no portion of theblog content should be construed as legal or accounting advice. A copy of the FAI WealthManagement’s current written disclosure statement discussing our advisory services and fees isavailable for review upon request. Please Note: FAI Wealth Management does not make anyrepresentations or warranties as to the accuracy, timeliness, suitability, completeness, orrelevance of any information prepared by any unaffiliated third party, whether linked to FAIWealth Management’s web site or incorporated herein, and takes no responsibility therefore. Allsuch information is provided solely for convenience purposes only and all users thereof should beguided accordingly.
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*Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. FAI Wealth Management does not serve as an attorney, accountant, or insurance agent. FAI does not prepare estate planning documents or tax returns, nor does it sell insurance products.