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Fairview’s Full Complement of Financial Services Extends Beyond our Insurance Capabilities.
Fairview understands that the proper insurance coverage is only one piece of our clients’ overall needs for financial services. That’s why we offer specialized financial services beyond insurance. Through our Financial Services Group, we make available retirement plan, college savings plan and investment management services to individuals and corporations.
Through our strategic partnership with American Portfolios Financial Services, Inc., a registered investment advisor and broker-dealer, we work closely with highly experienced and customer-service focused advisors to design group retirement plans and 529 college savings plans, and offer investment products and services.
Retirement Plans.
Retirement plans are extremely valuable components of quality employee benefits programs. Fairview can design the type of retirement plan that meets your company’s objectives and budget, including defined contribution plans such as 401(k), 403(b) and various IRAs, and defined benefit plans. We can build or redesign your plan with the features (including payroll deduction) and investment options you seek, assist you in the enrollment process and provide you with education communications for your plan participants.
529 College Savings Plans.
Many companies are offering 529 college savings plans as part of their employee benefits programs. 529 plans, which are tax-deferred investment plans operated by states, allow you to contribute to an investment account set up specifically to pay your beneficiary’s qualified higher education expenses, such as tuition, fees, books, supplies, and room and board. Fairview can help you incorporate a 529 plan into your benefits program.
Investment Services and Products.
We make available investment advisory services through American Portfolios, including valuable asset allocation services to help you ensure that your assets are diversified properly to lower your overall risk and achieve a more consistent rate of return on your investments.
After undertaking a thorough needs analysis and making our asset allocation recommendations, we help clients develop their investment portfolios. Clients may choose among 5,000 mutual funds, individual stocks and bonds, certificates of deposit, variable annuities and alternative investments.
Financial Planning and Estate Planning Services.
Fairview can also arrange for our clients to access financial planning and estate planning services from our strategic partners.
The Financial Experts with the Resources to Help You Achieve Your Goals.
Setting up well-designed and effective retirement plans, college savings plans and investment plans is an extremely complex endeavor. Work with a financial expert who has the experience and resources to help you realize your objectives. For more information on Fairview’s non-insurance financial services, please contact Michael Graham at 800.372.2558, 973.857.0870 or mgraham@fairviewinsurance.com.
| DISCLAIMER- In no event shall Fairview Insurance Agency Associates, Inc. or its affiliated companies be liable for any compensatory, special, direct, incidental, indirect or consequential damages, exemplary damages, or any damages whatsoever resulting from loss of use, data information, or profits arising out of or in connection with the use or performance the data, information, or material included in this Web site or on the Internet generally, or on any other basis.
Copyright 2006 Fairview Insurance Agency Associates, Inc. 1-800-452-5376 Site last modified: November 2006 |
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