FAI Wealth Management removes these complexities with universal solutions designed to optimize the full spectrum of your financial objectives. Our team of dedicated professionals will work with you to develop sophisticated, integrated financial strategies that bridge the divide between your personal and professional needs.
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At FAI Wealth Management, we realize that successful executives and business owners are busy people who often don’t have time to devote to their complex financial lives. That’s why we provide a highly-credentialed, comprehensive level of service that allows you to focus on the success of your business, rather than the details of your finances. Whether you’re starting your company, growing it, or selling it, we can help protect the wealth you’ve accumulated, meet your investment objectives, and fulfill your legacy desires. Turn to FAI for:
- Personal Retirement Planning: Make your dreams of a worry-free retirement a reality with customized financial planning that connects you, your wealth, and your unique retirement goals in a personally meaningful way.
- Corporate Retirement Plan Consulting: Providing your valued employees with the peace of mind that comes with a financially secure retirement is an excellent way to attract and retain the best qualified personnel while improving your company’s competitive position.
- Pension Analysis: Before electing a distribution plan, ensure that you’re maximizing your benefits and protecting your pension.
- Executive Benefits: Recruit and retain superior leadership talent with exclusive, customized executive benefit programs.
- Defined Benefit Plans: Create tax-advantaged retirement plans for business owners.