Retiring is the goal of every worker who dreams of leisurely breakfasts and time in the garden. However, getting to retirement takes some financial effort and strategic planning. The reality of having no job means that you're on your own when it comes to every facet of your financial life.
When selecting an advisor it is critical that you consider their experience, their credentials, their integrity, their approach and their stability. Fairview Financial is an independent family-run advisory firm dedicated to your financial health – and we invite you to explore what we have to offer.
We operate as a husband and wife team and together have over 40 years of industry experience and a spotless record. We believe in the financial planning process, low fees and risk mitigation. Our Southpark office has been at the same location for over 15 years and we have long-standing relationships with leading firms such as TD Ameritrade, Vanguard and Nationwide - who share our dedication to outstanding customer service.
We offer innovative solutions for a difficult low interest rate environment.
We manage risk and volatility in two important ways
Prudent management of your financial life will afford you the best possible opportunity to meet your financial goals
As retirement approaches perhaps the greatest challenge investors face in today's low interest rate environment is transitioning from the accumulation of assets to the need for supplemental income
We pride ourselves in keeping our clients informed