Other Transitions

When life transitions, will you be ready?

Families undergo many different transitions, but there are other life changes that keep us on our toes, too. Each age milestone we reach comes with its own unique set of adjustments, and retirement opens up a new phase in our lives. When life changes, our monetary situation often changes, too. At FAI Wealth Management, we work with our clients to develop smart financial strategies that balance personal objectives with life’s many transitions. Whether retirement is on the horizon or you’ve got your eye on a stunning second home, we’re here to help you with personalized support and sound financial guidance.

FAI Wealth Management can help keep you grounded when you find yourself overwhelmed with questions about:

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 ...