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Tax & Estate Planning

Our well established position in Charlotte, NC has allowed us to build lasting relationships with local CPAs, Estate Planning Attorneys and Family Law practitioners.

Guiding our clients towards the right professional in these areas and coordinating ongoing efforts regarding tax and legal matters is part of our service - and again is included in our basic asset-based fee.

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  •   4421 Kindletree Road, Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com
Investment advice offered through Fairview Financial LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.

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