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

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019 12:00:00 AM EDT
3 weeks ago

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to ...

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
a month ago

EACH MONTH WE’LL SPOTLIGHT ONE CHAPTER FROM OUR 3-PART EBOOK SERIES,  "CARING FOR OUR AGING PARENTS".  

This Month's Focus is taken from eBook ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/27/2019 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2019 12:00:00 AM EDT
The FAI Office will be closed on July 4th.