Business Executives

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When you’re a business owner, your financial life is multifaceted. You need to plan for yourself and your family, as well as for your business and your employees.

These objectives often compete with one another, making your financial decision-making even more complicated. Add to that the many hats you wear and the significant responsibilities and risks you assume in your leadership position. So how can you work to achieve your long-term business goals while you’re also preparing for life’s transitions and uncertainties?

There’s more to life than 9 to 5.

Business Executives

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.

Let’s get to work.

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.

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.