Benefits Of Financial Planning For Widows, Widowers, And Divorcees In The San Francisco Bay Area

Life events such as the passing of a spouse, divorce, or retirement can be particularly challenging from a financial perspective. Comprehensive financial planning from an experienced firm can help remove the obstacles that you may feel up against. A wealth manager can quickly become a trusted partner to help assess your goals and needs to ensure that you and your family are in the best hands possible.

Clients take great comfort in working with our familiar Fairview personnel for years, knowing we are here for multiple generations of a family’s needs.

Peace of mind with a long-term trusted advisor

If your spouse or partner was the primary manager of your household finances, you need guidance and advice from someone you can trust. Many people feel more comfortable finding someone new to support them through financial decisions moving forward. If you become a single parent, financial planning can be especially important to ensure that your children are taken care of.

A well-established financial advisor in Marin County will help you navigate the options available to you, as well as provide peace of mind during a time when it is most needed.

Financial planning for widows, widowers, and divorcees is about more than just investment management. It includes:

  • Retirement planning
  • Estate administration
  • Legacy planning
  • Tax efficient investing

At Fairview, we provide long-term financial management and comprehensive advice for every chapter of your life.

How to select a financial advisor that’s right for you

When selecting a financial planner in the San Francisco Bay area, it is important to remember that your relationship with this person and team is of paramount importance. Trust is vital to create open financial conversations and a feeling of security. Within a boutique environment ensuring complete transparency, Fairview Capital provides personalized, detailed attention to your unique needs.

Find someone who will serve you as a fiduciary, upheld to the highest standard of integrity, where there are no conflicts of interest. This means that the advisor must put your financial needs ahead of their own. A CERTIFIED FINANCIAL PLANNER™ professional at Fairview is required to operate under this fiduciary duty as well as meet other high standards of education, experience, ethics, and professionalism.

Fairview has served the San Francisco Bay Area since 1995. We also have clients throughout the U.S. and our clients have access to us wherever they are based. As an independent Registered Investment Advisor (RIA), our team is able to offer unbiased advice with no hidden fees.

Our goal is to help you achieve your personal financial goals while maintaining complete transparency throughout the process.

Fairview’s cash flow analysis will assess your lifetime income stream

Our cash flow analysis will assess your lifetime income stream, including your pension and Social Security benefits. We can help you determine how much income you need for the rest of your life, based on important factors such as:

  • Your desired lifestyle
  • Your current and future healthcare needs
  • The time horizon until you wish to retire
  • Major goals in retirement, like purchasing a vacation property, traveling, and gifting to family members

Fairview can engage with multiple generations as needed

Wealth management should consider multiple generations through trust, estate, and legacy planning. The cornerstone of our practice is client-centered advice that incorporates all aspects of your life including family dynamics, tax planning, and asset allocation.

We understand that you may want to engage in multi-generational planning for your children and future generations. This planning can help create a family legacy by establishing a structure that provides for the needs of future generations while preserving generational wealth. If you are looking for ways to leave a sizable legacy for your children or grandchildren, we can help.

Tax planning and coordination with your CPA

We are tax-sensitive from the moment we start to manage your accounts.

The Fairview team will collaborate with your CPA to ensure that you are maximizing all of your tax savings opportunities. You can begin by speaking with a wealth manager who has experience managing complex estates and working with multi-generational families.

The Fairview difference

We understand the responsibilities that come from losing a partner or going separate ways. Financial planning and a long-term relationship with a wealth manager can provide you with peace of mind.

Fairview Capital would be pleased to work with you in helping you achieve your financial goals. Keep in mind that our fee-based pricing keeps our goals aligned with yours, which is of the utmost importance when hiring the right professional for you.

If you would like to talk with a member of the Fairview Capital team, please contact us.

The information contained in this communication is provided for general purposes only, and was prepared in reliance on independent, third-party sources that Fairview Capital Investment Management, LLC (“Fairview Capital”), an SEC-registered investment adviser, believes are reliable. Nevertheless, Fairview Capital does not guarantee its accuracy or timeliness of any information provided herein. The information reflects subjective judgments, assumptions and Fairview Capital’s opinion on the date made and may change without notice; Fairview Capital is not obligated to update this information. Nothing in this communication should be construed as investment or tax advice, a solicitation, offer, or recommendation, to buy or sell any security. Investment management services are offered only pursuant to a written investment management agreement, which investors are urged to carefully read and consider in determining whether such agreement is suitable for their individual needs and circumstances. The information in this communication should not be construed as an endorsement, recommendation or sponsorship of any company or security. If this post mentions a specific investment or security, we or our affiliates may have a position in that security (either long or short), and we may profit from a price change in that security.

Investment management and advisory services–which are not FDIC insured–are provided by Fairview Capital. Any links provided to other sites are offered as a matter of convenience and are not intended to imply that Fairview Capital or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please see Fairview Capital’s Form ADV Part 2A and Form CRS for important details.

  • Offices:

    San Francisco Bay Area Office
    300 Drakes Landing Road, Suite 250
    Greenbrae, CA 94904
    (415) 464-4640

    Pittsburgh Office
    103 Brilliant Avenue, Suite A
    Pittsburgh, PA 15215
    (412) 963-9160

Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law.

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