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Careful Investment Management

Fairview Financial is a Registered Investment Advisor with clients nationwide. Our independence allows us to be completely objective and unbiased. By definition we have a fiduciary duty to provide advice that is always in the best interest of our clients.  Preservation of capital is our highest priority.  An average mutual fund includes fees that are higher than our overall fees.  We are experienced, efficient and effective.

Comprehensive Financial Planning 

Investment management is the core of what we do, however we also understand the importance of financial planning and provide this service to financially established families at no additional charge.  We deliver a clear view of your financial situation and can help you see how secure you are in reaching your goals.

401(k) Plan Investment Advice and Administrative Guidance

Offering a 401(k) plan comes with a wide range of challenges.  We provide an independent service designed to reduce the burden sponsors and participants face in working towards retirement savings - which can lead to greater acceptance, reduced fees and, in many ways, less risk.   

 

How can we be of service? Reach out to us - we're ready to help.
1-800-809-9209

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Managing Risk & Volatility

Our dynamic approach is designed to avoid severe declines. 

 

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Retirement planning & Social Security maximization

 

Allow us to clarify what comes next and to optimize your income.

 

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Transitioning from growth to income

Solutions for today’s low interest rate environment.

 

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Always knowing where you stand

Daily access to account values, documents and reports.