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

Clandestine Cache

Clandestine Cache

9/18/2018 12:00:00 AM EDT
18 hours ago

At times I’ve wondered where the line should be between openness with my spouse about my finances versus providing only what’s necessary to ...

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

9/6/2018 12:00:00 AM EDT
a week ago

Join our panel of professionals for an interactive discussion pertaining to caring for aging parents including:
• Financial guardianship
• Estate planning
• Proactive support

Webinar participants will ...

Upcoming Events

Upcoming Events

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

10/4/2018 11:00:00 AM EDT
Webinar: Join our panel of professionals for an interactive discussion ...

FAI's Open House

FAI's Open House

10/10/2018 4:00:00 PM EDT
Join us at FAI for our Open House this fall ...