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.

Recent News

Recent News

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

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

Once again this year, we're honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn ...

Executive Women Burnout: Tips for Finding Serenity and Meaning

Executive Women Burnout: Tips for Finding Serenity and Meaning

9/3/2019 12:00:00 AM EDT
a week ago

“My day began at 4:30 AM. I went to the gym, had some coffee and drove to the airport for a meeting in Atlanta ...

Upcoming Events

Upcoming Events

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/26/2019 11:00:00 AM EDT
You're invited to join us for FAI's Annual ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

10/31/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...