HELPS TO INSTILL IN ITS CLIENTS THE CONFIDENCE TO NAVIGATE THEIR FINANCIAL LIVES, WHATEVER COMES THEIR WAY.
Through our four step and R.I.G.H.T.® investment process, we help clients plan for retirement and adjust to life transitions with intelligence, candor, kindness and respect.
Working toward financial independence in retirement? Experiencing a major life transition? Preserving savings for future generations?
You don't have to do it alone. At FAI, we understand the complex financial issues, and emotions, that come with change. And we help you make the most of the resources and strategies you have available and protect your interests through careful planning.