Your money stays with established institutions you know and trust.
Your money stays with established institutions you know and trust.
Your money stays with established institutions you know and trust.
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.
Always in your best interest
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
Paul Jeffrey is the founder, President and Chief Investment Officer of Fairview Financial LLC. Since 2002 he has led the company to continued...
Sharyn Jeffrey is the Office Manager for Fairview Financial LLC. In this capacity she is responsible for accounting, administration and compliance...
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.
Retirement Investing And Risk Tolerance
Retirement is not the end of your life. In fact, for many, it's the beginning of one of life's most exciting chapters. There is a choice one must make, though, between sitting around and letting life go by and embracing the life that one has always wanted to live. Those who do the former are passive, while those who do the latter are active in planning.
© 2018 Fairview Financial, LLC. All rights reserved.
