Paul Fair Associates, LLC offers independent financial management and advice in the following key areas:
- Retirement Planning
- Social Security
- Professional Portfolio Management
- Pension Maximization
- Annuities and Life Insurance
- Tax Efficiency
- Estate Conservation
Our services are designed to help you answer the following questions:
- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- What is the best way to save for retirement?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?
- Do I have the right amount of life insurance?