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6 Must-Knows Before Planning Your Charitable Contributions Thumbnail

6 Must-Knows Before Planning Your Charitable Contributions

November 30, 2020 Investment Retirement Planning

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Award-winning solutions start here. Over the years, FAI has routinely received awards and accolades at the local, regional, and national level. We take great pride in these honors and consider them a reflection of our dedication to providing our clients with the most sophisticated, visionary wealth management service possible.

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Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if FAI Wealth Management is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of FAI Wealth Management by any of its clients. ANY QUESTIONS: FAI Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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FAI Wealth Management

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Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. FAI Wealth Management does not serve as an attorney, accountant, or insurance agent. FAI does not prepare estate planning documents or tax returns, nor does it sell insurance products.

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