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

Important Considerations When Downsizing for Retirement

Important Considerations When Downsizing for Retirement

7/9/2019 12:00:00 AM EDT
a week ago

When you think of your preparations for retirement, do they involve downsizing your life in some way? 

For most Americans, we envision our golden years ...

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

7/9/2019 12:00:00 AM EDT
a week ago

It takes more than planning to bring a goal to life.

We’ve all been there—setting a goal we really want to accomplish, but ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

8/1/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...

Labor Day: Office Closed

Labor Day: Office Closed

9/2/2019 12:00:00 AM EDT