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.
Fairview Financial is a proudly independent, family-run advisory firm - dedicated to your financial health and to customized long term planning for retirement.
Together we have over 40 years of industry experience and a spotless record. Our Charlotte, NC office has been at the same location for over 16 years and we have long-standing relationships with leading firms such as Vanguard, Nationwide and TD Ameritrade. Paul Jeffrey, a Certified Financial Planner and an Accredited Investment Fiduciary, is committed to personally helping each of our clients achieve their goals.
As fiduciaries, we are dedicated to working strictly in the best interests of our clients. We offer innovative solutions to control risk and to capture the potential of our rapidly evolving global economy.
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