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.
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.
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.
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