When to Start a Dialog

If your current investment, tax, estate and insurance providers are not working collaboratively to provide your family integrated advice, Fairman Group can become the connective hub—able 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.

Let Us Help You Determine:

• What may be next in your financial life
• What retirement might look like
• Whether or not a family office is appropriate
• The potential impact of the new Tax Bill
• The difference between financial advices and fiduciary advice
• What to do when life happens differently than planned