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Who We Work With

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Your time is just as important as your wealth.

Regardless of your age or walk of life, you’re probably feeling the crunch. Long hours and working weekends may leave you feeling frazzled. Or perhaps you’re stretched thin as you care for your aging parents and your kids, too. The last thing you need is more complications. We understand that you’re busy because we’ve been there too. And we realize that, as a high-level professional, your needs are often complex. That’s why we focus on delivering simple yet strategic solutions for your most pressing financial concerns. 

Say goodbye to cookie cutter tactics. Your dreams for the future and your journey through life are unique to you. We think your financial plans should be, as well. That’s why the seasoned advisors at FAI combine deep financial acumen with supportive guidance to develop personalized approaches for each we client serve. We’ll work closely with you to create a portfolio that aligns with your personal values, circumstances and priorities. In short, we’re committed to helping you live the life you’ve always imagined. 

It’s never too early—or too late—to plan for your financial future. No matter where you are on life’s journey, our seasoned team of professionals can help you make the most of it. Are you:

  • Working hard, saving diligently, and wondering if it will be enough for your future?
  • About to retire and seeking better ways to maximize your savings and investments?
  • Enjoying your golden years but want to ensure your ability to maintain your standard of living? 
  • Wondering who you can trust for sound financial decisions now that you’re alone?

From strategies for major life-changing events to answers to the most basic questions, our highly-skilled, compassionate advisors are here to help.

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