Effectively, FairView becomes your personal planning specialist. Because your time is valuable and benefits packages tend to be complex, it is important to work with someone who understands the sophisticated strategies that can help maximize your benefits and help you grow your personal worth. This will allow you to remain focused on what’s important to you. That’s where FairView Financial Advisors really shines. We can help you leverage your company stock options, awards, deferred compensation, pension, and other compensation perks and integrate them into a meaningful financial plan.
We don’t create your financial plan in a vacuum; we work in collaboration with your other advisors – such as attorneys and accountants for instance – to understand any financial strategies or estate planning techniques you’ve already implemented. Our goal is not to replace other advisors; rather, we want to work with them to identify any coordination gaps or missed financial planning opportunities making your team more valuable and productive for you. This will help ensure that all pieces of your financial plan are working together, as effectively and efficiently as possible.