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

The SECURE Act --Tips to Help You Decipher the Fine Print

The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020 12:00:00 AM EST
6 days ago

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
a week ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.