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A Full Range of Services
We believe that financial advice should be understandable and delivered in a supportive, educational environment.
Fairfield Financial Advisors has experience working with traditional, blended, and non-traditional families as well as individuals. Our professionals have expertise in a broad range of issues that includes:
- Developing retirement plans
- Determining estate planning strategies
- Helping clients manage major life changes, such as inheritance, disability or loss of a spouse through death or divorce
- Recommending tax-effective ways to manage retirement savings
- Evaluating methods of immediate and deferred charitable gifting
- Establishing funding plans for the education of children
- Determining optimal strategies for the exercise of stock options
- Analyzing compensation packages for executives considering a career move
- Guiding discussions regarding wills and trusts that meet the needs of a broad range of family structures
Fairfield Financial Advisors can also respond effectively to the unique requirements of small businesses that include:
- Planning for the succession of closely-held businesses
- Structuring financial arrangements that accommodate new partners
- Recommending appropriate retirement plans
- Managing assets for businesses or professional practices
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