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?