FAI-Personal Retirement Planning

Secure your path to a stress-free retirement.

We all look forward to—and have concerns about—our retirement. On one hand, there’s the vision of finally being able to do more of what we love, whether that means traveling the world or spending time with family. But retirement, and the years preceding it, can also be a time of uncertainty: Where will I live? Will I be able to enjoy the lifestyle to which I’m accustomed? Am I prepared to handle an unexpected financial crisis? And as you progress from the mode of accumulating and saving to the financial distribution phase of retirement, the choices you make with your money take on even greater significance. It’s critical that you have an experienced, trusted advisor to guide you toward smart financial decisions that balance your long-term security with important considerations like family, housing, and philanthropy.

Relax. You’ve earned it.

Determining your goals and creating a personalized retirement plan will help you retire on your own terms and with a lifetime of income. FAI Wealth Management is here to help you set the foundation for realizing your retirement vision and managing your wealth for the long term. Whether you’re at the pinnacle of your career or are already retired, our team of caring, responsive advisors will work with you to develop the right financial plan for your unique situation. We listen carefully and address your concerns so you can enjoy your retirement era with confidence and security.

Retirement planning that fits you.

Each of our clients has different levels of wealth, different life circumstances, and different retirement dreams they want to achieve. That’s why our financial solutions are as individual as you are. We get to know you and what drives you—your passions, your interests, your concerns. And then we create a customized financial plan that unites you, your wealth, and your unique retirement goals in a way that’s personally meaningful to you. And because life is full of changes, we’ll help you to develop a dynamic retirement strategy that adapts to whatever opportunities your future holds.

Recent News

Recent News

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019 12:00:00 AM EDT
3 weeks ago

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to ...

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
a month ago

EACH MONTH WE’LL SPOTLIGHT ONE CHAPTER FROM OUR 3-PART EBOOK SERIES,  "CARING FOR OUR AGING PARENTS".  

This Month's Focus is taken from eBook ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/27/2019 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2019 12:00:00 AM EDT
The FAI Office will be closed on July 4th.