FAI-Assets & Income

Receiving a windfall is everyone’s fantasy.

 We all dream of winning the lottery or getting a six-figure check in the mail. But if you do unexpectedly receive a large sum of money, what’s the best way to handle it?  Put the experience of FAI to work to establish prudent, value-driven financial solutions for your newfound wealth.       

  • Receiving gifts or other large sums of money, such as winning the lottery, come with their own financial implications. You may be overwhelmed by monetary requests from family and friends and aren’t sure how to handle them. Or perhaps you need guidance about the associated tax consequences of the gift you received. We’ll work with you to create a financial plan that addresses your questions and concerns, as well as your current needs and future plans.
     
  • Inheriting money can be an emotionally-charged and confusing experience. It often creates anxiety in the recipient, usually resulting from the sense of responsibility toward the loved one who passed. Many recipients of a large inheritance don’t know what do first or where to turn for guidance. A proactive strategy that balances the giver’s legacy with your own priorities can provide direction for your new prosperity as well as personal, financial, and psychological benefits. FAI’s compassionate team of advisors can design a workable plan makes the most of your inheritance, now and for the future.

If you would like to discuss your needs regarding , please scroll down to complete our brief initial inquiry form and one of our senior advisors will contact you. Or if you prefer, feel free to call us at 410-715-9200. We look forward to speaking with you!

Recent News

Recent News

FAI Earns Three 2018 Five Star Wealth Manager Awards

FAI Earns Three 2018 Five Star Wealth Manager Awards

2/16/2018 12:00:00 AM EST
a week ago

Columbia, Maryland – February 16, 2018 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Five Star Professional has recognized ...

Seven Secrets to Easing Your Parents' Transition to Assisted Living

Seven Secrets to Easing Your Parents' Transition to Assisted Living

2/16/2018 12:00:00 AM EST
a week ago

Change is often difficult for people of all ages.  So it’s not surprising that seniors who are moving from their home into an assisted ...

Upcoming Events

Upcoming Events

Good Friday: Office Closed

Good Friday: Office Closed

3/30/2018 12:00:00 AM EDT
The FAI Office will be closed in observance for Good ...

The Color of the Year

The Color of the Year

4/12/2018 8:00:00 AM EDT
April Force Pardoe Interiors presents The Colors of the Year ...