63% OF AFFLUENT AMERICANS SAY THEY ARE VERY OR SOMEWHAT LIKELY TO CHANGE THEIR PERSONAL FINANCIAL PLANS BASED ON THE NEW FEDERAL TAX LAW…
…and more than half say they believe that working with a professional, such as a CPA financial planner with specific expertise in taxes, would increase their ability to meet their personal financial goals, according to the Journal of Accountancy.
IF YOU ARE ONE OF THOSE INDIVIDUALS…
Fairman Financial is here for you—from the moment you experience a life event that deserves our attention. We are ready to become an advocate for your financial affairs today, whether for:
- Wealth Accumulation
- Retirement Planning
- Divorce
- Transfer of Wealth
- Or another life event
Our wealth and tax advisors are not tied to any specific product or brand. Our approach is to engage you in meaningful dialogue about your life and your intentions. We listen, observe and provide clear and candid advice through the lens of your circumstances. Furthermore, the integration of our Financial Planning, Investment Advice, and Tax Preparation & Planning practices offers our clients an orchestrated and appropriate mix of services, tailored to each individual.
WHY NOW?
If your current investment, tax, estate and insurance providers are not working collaboratively to provide your family integrated advice, Fairman Financial can become the connective hub. We have the ability to coordinate and communicate with other advisors you may have in place. You deserve a trusted advisor who understands your needs and can provide a 360-degree view of your financial life.
