Managing Your Retirement Savings

As a financial advisor in the San Francisco Bay Area, we serve affluent retirees and pre-retirees as a lifelong partner who provides long-term financial management. Fairview Capital can help ensure that you’re saving enough wealth and investing wisely to keep up with inflation.

Working with a financial advisor in Marin County can balance risk against reward while leaving room for unexpected expenses like medical emergencies or long-term care.

Our clients trust the Fairview team because you gain:

  • Complete transparency
  • A personalized portfolio
  • Regular reviews and consistent monitoring
  • Tax-sensitive approach to a diversified portfolio

Define what financial success in retirement means to you

Clients take great comfort in working with familiar Fairview personnel for years and knowing Fairview is there for multiple generations of a family’s needs.

A financial planner in the San Francisco Bay Area can help you make informed decisions about where to invest your wealth. A wealth manager at Fairview will speak with you in terms of personal context:

  • How will this affect me?
  • How can this impact my family?
  • How much do I need to retire?
  • Can I live how I want to in retirement?
  • What amount of risk am I willing or am not willing to take on right now?

Work with a trusted advisor at Fairview to set up a personalized asset allocation plan

By understanding your retirement goals and timeline, we will be able to recommend the right mix of equities, fixed income, alternative investments, and cash. Our financial planning process informs our asset allocation decisions on your behalf, which includes in-house, in-depth research conducted by an experienced team.

Regular reviews and consistent monitoring assure progress toward your goals.

We believe that regular reviews are essential to your financial success. We make adjustments as needed so that you stay on target with your investment strategy and retirement savings plan.

Savings and goals for retirement

How do you know that you’re saving enough to meet your needs and goals for retirement? The best way to start planning for retirement is to set clear goals. With the help of a Fairview financial advisor, we will formulate goals around your full retirement age and strategize for tax-efficient investing.

Take the long-term approach with Fairview Capital.

Setting long-term goals is critical for achieving your ideal retirement. Financial discipline coupled with ongoing advice and planning can help ensure that you reach your goals. With active monitoring of your portfolio, and the ability to adjust financial plans through consistent communication, you can stay on track.

A financial advisor can help you manage your tax exposure with care.

Transparency is critical when it comes to building and maintaining trust between our clients and us.

That’s why complete transparency leads all of our efforts.

Our clients feel confident about their investments and can focus on enjoying life. Read about what you’ll get when you work with us.

Call the Fairview team. We look forward to connecting with you soon.

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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