Our Services

WE BELIEVE THAT FINANCIAL ADVICE SHOULD BE UNDERSTANDABLE AND DELIVERED IN A SUPPORTIVE, EDUCATIONAL ENVIRONMENT.

• Investment Management: 

• We take a tailored approach to every account we manage. 

• Prior to making any recommendations, we discuss goals and risk tolerance in addition to an individual’s or couple’s ethical and moral concerns regarding their finances. We incorporate these principles into our overall investment philosophy as well as our research and analysis of the markets and economic conditions when we create custom proposals for each of our clients.

• Estate Planning: 

• A comprehensive estate plan is a fundamental part of everyone’s financial well-being. 

• We work together with attorneys and CPAs to ensure that clients protect and maximize the use of their assets and discuss the most tax-efficient way to do so for themselves and their benefactors.

• Retirement Planning:

• Working together to develop a plan that allows you to achieve your goals while also providing peace of mind.

• Our team at Fairfield Financial supports your journey towards retirement and beyond by advising on personal and small business retirement plans at every stage.

• We also provide guidance on your employer-sponsored plans to ensure that they are in line with your current financial goals. 

• College Savings: 

• Planning for the next generation’s needs in the most tax-efficient way.

• With the cost of higher education outpacing inflation, providing for college can feel for many like an impossible task. We aim to provide our clients with solutions that are attainable and take advantage of the many education-savings vehicles that will allow their assets to benefit from tax-free growth.

• Charitable Giving: 

• Giving back while also reducing your tax obligation.

• Philanthropy is a wonderful way for our clients to support causes that are meaningful to them and leave a lasting legacy. We assist in selecting the most impactful method for gifting in a tax efficient manner.