What We Do for Clients at Fairway Financial

You’ve spent the last 40 years, or longer, in the accumulation phase of planning your retirement. Now it’s time to switch gears and focus on the preservation of your retirement assets. But it doesn’t mean that growth has to stop. In fact, that’s one of the ways we can help our clients: by offering growth potential in their retirement years. The difference is we do it without stock market volatility!

Warren Buffett’s Number 1 rule to investing is to never lose money. He also has a second rule, and that is to never forget rule number 1!

Retirement Income Strategies

With thousands of baby boomers retiring every day, some of the top questions on their minds are, “How can I generate an income to last for the rest of my life?” and “How do I protect myself from longevity risk?” We provide solutions and answers to these common questions. Our retirees feel more confident in knowing their income will last for the rest of their lives.

Life Insurance

Does life insurance even make sense at this stage of life? We believe there isn’t a more efficient way to transfer wealth and plan a legacy than with life insurance. It takes pennies on the dollar to add this tax-free death benefit to surviving spouses and loved ones.

Legacy Planning

It is an important part of every retirement plan to have an estate strategy to help protect your legacy. We work with skilled attorneys who have expertise in living wills, trusts, powers of attorney, and other estate planning documents to make sure your legacy is transferred to whom you want when you want them to receive it.

Social Security Optimization

With over 100 different options for how and when to take Social Security benefits, many retirees wonder about the best strategy. We help by optimizing Social Security with an in-depth analysis of your individual situation to determine when to take your benefits and how to file. Understanding how your Social Security income is taxed is also a priority for many retirees. Our experience with benefits helps us teach you how to increase income and reduce taxes.

Asset Protection

We focus on helping our clients make asset protection and preservation their top priority. Many people underestimate the devastation of losses to their portfolio due to market declines and don’t realize how difficult it can be to rebuild an account.

We believe that the best way to make a dollar is to keep it. Retirement is a critical period, and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return without subjecting their retirement accounts to stock market loss.

Long-Term Care Insurance

The last thing you should have to worry about in a long-term health crisis is the financial cost. Long-term care insurance helps protect you from heavy financial burdens if you or your spouse is unable to perform standard acts of daily living (i.e., walking, using the bathroom unaided, bathing, etc.). We provide comprehensive reviews of your current long-term care insurance and provide options for hybrid products that include both long-term care protection and wealth preservation.

Are you looking to create a more successful retirement?

Fairway Financial would love to meet with you for a complimentary retirement review and explore options to get you closer to your retirement green! Fill out the form to get started!

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