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How Insurance Fits Into Your Financial Plan: Smart Protection Strategies 2025

December 12, 2025January 23, 2025 by Fairman Financial

How Does Insurance Fit Into Your Overall Financial Plan?

Meet Our New Team Members: Fairman Financial Staff Additions

December 12, 2025January 16, 2025 by Fairman Financial

We are delighted to announce three new members who have joined our tax and financial planning team.

Donor Advised Funds Explained: Benefits and Charitable Giving Strategies 2025

December 12, 2025December 16, 2024 by Fairman Financial

Exploring Donor Advised Funds

Year End Financial Planning Checklist: 8 Key Steps to Finish 2025 Strong

December 12, 2025December 6, 2024 by Fairman Financial

Year-End Financial Planning Checklist: 8 Key Steps to Finish 2024

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Investment advisory services are offered through The Fairman Group, LLC. The Fairman Group, LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940.
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  • Expertise
  • Services
    • Comprehensive Financial Planning
    • Investment Management
    • Tax Planning & Preparation
    • Family Office Services
  • Insights
  • About
    • Team
    • Careers
  • Account Access
    • Client Login
    • Charles Schwab
    • eMoney
    • Pay an Invoice
    • TaxCaddy
    • ShareFile
  • Contact