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About Fairfield
Fairfield Financial Advisors, Ltd. provides sound, well-reasoned financial and investment advice to individuals, families and business owners. We understand that each client has specific needs and very personal goals.
We analyze investment options, make specific recommendations, and design and implement a customized portfolio, which we carefully manage. We monitor the performance of that portfolio and suggest changes when necessary.
We are a small firm that enjoys working as a team with our clients and with each other. By serving as advocates and educators, we are able to translate complex data into readable information that helps facilitate well-informed financial decisions. We listen carefully to our clients. We help them understand the issues.
The complexities of our economy, the uncertainties of the stock market, and the length of time one must live on retirement savings require serious evaluation to ensure financial independence. We provide our clients with a full range of financial planning services, all of which are covered by the asset management fee.
Complete Investment Management Approach
Fairfield Financial Advisors provides complete money management services. We work with each client to develop a personalized investment strategy that is fully researched. We will:
- Evaluate current portfolio holdings and other assets
- Assess existing debt and its management
- Determine appropriate asset allocation to achieve the client’s goals
- Identify suitable investments in keeping with the risk tolerance of the client
- Manage the customized portfolio
- Provide investment performance and tax reporting to the client
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