Case Study: An Athlete Playing the Long Game
Dreams came true last night in the 2021 @NBA Draft! Hard work, a great #team and the right #plan made it happen. The same formula can...
The Fairhaven Way /fair•haven/: 1. Listen more than we speak 2. Provide unbiased financial advice 3. Tailor strategies to your goals 4. Deliver prudent investment management 5. Focus on tax efficiency 6. Remain disciplined in a world of uncertainty 7. Communicate candidly & consistently.
Artists are rarely inspired by words like “Rebalancing, Beware Bubbles or Roth IRAs.” Fairhaven is different. Our office contains custom artwork inspired by these and other ideas that form the foundation of our principles and culture. As you wander around our website, you will see samples of this artwork. We extend to you an open invitation to visit our offices for an in-person experience. If you are like others, it will be time you will not forget.
Fairhaven Wealth Management ... We're a Little Different
Wealth management or financial planning means different things to different people. Some clients want to focus on retirement readiness and others are interested in a comprehensive relationship including coordination with their tax, legal and other advisors. As an independent firm, we are not restricted by a corporate “Approved List” of services. We encourage our clients to share with us any need.
What Services Do We Provide?
Financial Planning
-
Are we on track for retirement?
-
Is our portfolio too risky?
-
Could we be more tax-efficient?
Corporate Benefits
There’s More
-
Have we benchmarked our 401k plan?
-
Should we consider a Cash Balance plan?
-
Are we providing quality education?
-
Could we borrow more efficiently?
-
Is our insurance appropriate (auto, home, life, umbrella, etc)?
-
Do our tax, legal and financial advisors communicate?
Market Downturns E-Book:
Smart Things To Do That Many Will Not
Noah built the ark BEFORE the rain came. Don't wait for the next market downturn and all the talking heads that pop up telling you what to do. Now is the time to make sure you and your financial plan are prepared. In this e-Book, we provide you strategies to help you weather whatever the markets may bring.
The Fairhaven Journal
Newsletter? How dare you! We think there is much more to financial planning than numbers. In addition to up-to-the-minute financial planning strategies, inside The Journal you will find wide-ranging perspectives on healthcare, entrepreneurship, philanthropy, culinary ideas, team member profiles, and more. Some people have called The Journal the best thing they have seen in the financial services industry!
What’s Next?
What we do isn’t for everybody. However, if you would like to learn more we would be happy to provide you a second opinion on your financial plan. If your experience is like others, you will walk away with a better understanding of where you stand relative to your goals. You might even uncover a few action items to add to your financial planning “To-Do” list….either with us or someplace else. Can you tell we are low-pressure?
Location and Contact Information
Headquarters
104 E. Roosevelt Road, Suite 100
Wheaton, IL 60187
We are here to help! Arrange a review of your financial plan today.