FAI-Family Tree

Create stability for your family tree.

In the movie of your life, your family is probably in every scene. We understand that your concerns about your money are rooted in the concern you have for your loved ones. You want to ensure that your spouse and children are cared for, you think ahead to future generations, and you’re worried about your aging parents. Family considerations expand our planning to take on a much wider range of life events than those that apply just to us. At FAI Wealth Management, we work with our clients to plan, prioritize, and balance individual financial objectives and collective family goals. Whether you’re overjoyed about your first grandchild or apprehensive about your parent’s waning independence, we’re here to help with sound financial guidance and caring, personal support.

FAI Wealth Management is rooted in family. Let us help you make a meaningful financial impact on the lives of your loved ones. For more information and to access our Free eBooks, click the applicable links below:

Recent News

Recent News

Important Considerations When Downsizing for Retirement

Important Considerations When Downsizing for Retirement

7/9/2019 12:00:00 AM EDT
a week ago

When you think of your preparations for retirement, do they involve downsizing your life in some way? 

For most Americans, we envision our golden years ...

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

7/9/2019 12:00:00 AM EDT
a week ago

It takes more than planning to bring a goal to life.

We’ve all been there—setting a goal we really want to accomplish, but ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

8/1/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...

Labor Day: Office Closed

Labor Day: Office Closed

9/2/2019 12:00:00 AM EDT