Comprehensive Financial Planning
High net worth individuals have complex and varied financial needs. That’s why Fairman clients work with a team dedicated to the multifaceted process of strategic wealth management. Integrated planning can provide you with a degree of comfort and confidence that you never thought possible.
We are the connective hub for your finances
Fairman’s investment, tax, estate and insurance experts work together to provide integrated advice tailored to your individual needs. By centralizing these activities, we provide a higher degree of support, reduce duplication of effort and improve accuracy. We can coordinate and communicate with your other advisors, ensuring we understand your finances from every angle.
Using our interactive tools and technology, you can view your net worth, investment balances, spending, budget, and important documents, as well as interact with your advisor in real time through our secure digital wealth management portal. Whether planning for major life events or handling routine financial administration, Fairman Financial is there for you with personal attention and advice.
How can we help?
Cash Flow Management
Organizing and advising on day-to-day money maintenance
Retirement Planning
Ensuring your finances can continue to fund the life you want after retirement
Tax, Estate, and Charity
Assisting with taxes, wealth transfer, and philanthropic giving
Investment Management
Analyzing, updating, and managing your investment portfolios
Insurance Analysis
Analyzing your insurance needs and reviewing the adequacy of your existing coverages
Would you like to learn more?
Get the most out of your finances—and your life—with wealth management that sees the full picture.
