We offer advisory services designed for individuals including their retirement plans and trusts. All private accounts are held at TD Ameritrade and can always be viewed online. We manage these accounts on a discretionary basis for an annual fee. Additionally, our securities business (which is limited to Managed Futures funds for qualified investors), is offered through Geneos Wealth Management, Inc, Member FINRA/SIPC. We also guide our clients in the selection of fixed annuities and represent several highly rated insurance companies.

Our comprehensive 401(k) consulting and advisory service focuses on eliminating conflicts of interest and on minimizing total plan expenses. In a very complex and competitive marketplace we act as prudent and responsible experts offering guidance critical to those in decision making positions. Plan fiduciaries are held to the highest legal standard and face a daunting task when it comes to compliance with ERISA and other legislation. We're here to help. Fairview Financial is not affiliated with any other companies offering 401(k) services and we strive to provide completely unbiased advice.

• Sophisticated Private Wealth Management

• Independent Advisory Services for Corporate 401(k) Plans

Fairview Financial is proudly independent and we strongly believe that we offer our clients the best of both worlds – independent and unbiased advice combined with financial services facilitated by some of the world's largest and most stable organizations – where careful investors can place their money with confidence. Thank you for your interest. Please call or email me directly if I can be of service.

Paul Jeffrey