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Retirement on Your Terms

Paul Fair provides retirement and income solutions designed to help you make the most out of your retirement years.

Sound financial strategies tailored to your retirement goals

Our Services

Money Management

With retirement on the horizon, you should have a portfolio that reflects your risk tolerance. Let’s look at your investments and make sure they are appropriate for your retirement needs.


If you will receive a pension during retirement, it’s important to understand how to maximize that income for both you and your spouse.

Long Term Care Solutions

In the past, long-term care insurance was seen as the gold standard for retirement planning. But, Paul has a new approach to help mitigate your risks and expenses.

Safe Money Solutions

In retirement, not losing money is more important than making money. Let’s make sure you have a portfolio set up for long-term results.

Meet Paul Fair

Paul Fair believes that effective communication and education are vital to successful investment decisions. He focuses on helping clients maximize returns while minimizing their risk. A lot of individuals understand some aspects of retirement planning, but might not know how to put all the pieces of the puzzle together. As a fully independent RIA, Paul can help you do just that. He looks at your complete retirement planning picture and makes recommendations based on your lifestyle, needs, inspirations, and goals. This personalized approach to retirement planning makes all the difference.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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