Why Fairfield Financial Solutions Inc.?
HELPING YOU NAVIGATE LIFE’S FINANCIAL JOURNEY
Success, security, and prosperity are personal rewards many of us strive for. We may see our destination, yet the steps for getting there are often less obvious. At Fairfield Financial Solutions Inc., we believe that successfully reaching your goals requires a broad and studied view of your financial landscape, integrated advice, and a customized plan that manages not only the opportunities, but also the risks that you may encounter.
Our purpose is to help you simplify your life, plan your financial journey, and reach your destination – whether you are accumulating wealth for a specific goal, deciding how to use your money through your business or during retirement, or seeking to provide long-term security for your family, business or community.
OBJECTIVE ADVICE, COMPREHENSIVE SERVICES
Fairfield Financial Solutions Inc. is independently-owned and is not tied to any one company, product or provider. We guide you according to the priorities you establish and then help you tailor and integrate the right strategies and tools for each phase of your financial life.
Through our independent relationships with the ValMark Companies, Schwab Institutional, Pershing and others, Fairfield Financial Solutions Inc. has access to some of the top echelon of global resources in our profession. As your personal advocates, we bring together the necessary resources based on your unique needs and deliver them with objectivity and superior personal service.
How we can benefit you
Improve Your Lifestyle
We explore income enhancement and expense reduction strategies which may improve your lifestyle and create discretionary income.
Minimize Taxes
We help identify ways to minimize taxes which may free up cash for spending and investments.
Reduce Stress
We help organize your financial information which may help reduce uncertainty and stress.
Protect What Matters
We design risk management strategies to help you protect the people and things that matter to you.
Wealth Transfer
We work with you and your advisory team to review your estate plan and recommend how you may want to direct the transfer of wealth on your terms.
Stay Focused
We develop, plan, implement and review recommendations to help you stay focused on reaching your goals.
Optimize Your Wealth
We professionally manage customized investment programs to help you optimize your wealth based on your risk tolerance.
Prioritize Your Goals
We help to define and prioritize your financial goals to articulate your expectations.
Strategy
We help you manage the value of your business interests as well as recommend strategies to help recruit, retain and reward your employees and key executives.
