We realize the financial needs of families can be varied and challenging, and so can the dynamics. We assist individuals, couples, and families of all types and ages, helping them make smart decisions in preparation for the inevitable changes that life brings. And just as no two people or families are alike, our approach to wealth management is as individual as you are.
Protect. Grow. Thrive.
We deliver the financial solutions that will shape your tomorrows so you can focus on the things that matter today. Turn to FAI’s caring, highly qualified advisors for assistance with all of life’s transitions:
- Personal Relationships: Have you married, divorced, or become widowed and are uncertain about next steps?
- Family: Are you concerned about a family transition such as how to best care for an aging parent?
- Job: Are you approaching retirement or considering an encore career?
- Real Estate: Has a vacation home caught your eye or is downsizing on your mind?
- Age: Has an age-based transition milestone prompted new concerns about your financial future?
- Assets & Income: Have you been the recipient of an inheritance or other windfall?
- Legacy Planning: Are you considering charitable giving or gifting to family members?
For all of these situations and many others, FAI specializes in developing individually designed financial solutions for the changing circumstances that accompany life’s many seasons. Together, we’ll create a plan for your financial peace of mind.