Life is a series of transitions — natural and unexpected life events like retirement, the sale of a business, mid-life marriage, mid-life divorce, career change, and the need to care for our aging parents.
Does your financial plan include these transitions? If not, we have a great way to get you headed down the right path:
The journey to financial independence can seem overwhelming.
That’s why we created our “Guide to Getting Started” to help you through the process, serving as a roadmap so you know what to expect as we work together. We’ll be with you every step of the way — supporting when you need support, educating when you need education, and advising when you need advice.
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. FAI Wealth Management does not serve as an attorney, accountant, or insurance agent. FAI does not prepare estate planning documents or tax returns, nor does it sell insurance products.