Our Services

Paul Fair Associates, LLC offers independent financial management and advice in the following key areas:

  • Fee-Based Portfolio Management

  • Retirement Planning

  • 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?

To help you get started, click the Financial Assessment icon and complete the Paul Fair Associates Financial Plan Data. Once we have had a chance to review your infomration, we will follow up with a phone call to schedule your no-cost, no-obligation Financial Assessment. Or contact Paul Fair Associates directly at

Phone: 610-478-9500
Fax: 610-478-9198