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

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019 12:00:00 AM EST
yesterday

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...