We understand that your financial planning is an ongoing, lifelong process. Our team is dedicated to helping you reach your short- and long-term financial goals, specializing in insurance and estate planning, small business retirement plans, investment and retirement planning, and more. Contact us today for more information.
INVESTMENT MANAGEMENT SERVICES
At RF&A, we have access to a variety of world-class investment managers, products, and services that will assist you in identifying your long-term financial objectives and help you to create a step-by-step plan to reach those goals.
Financial Planning is the process of meeting your life goals through the proper management of your finances. Whatever your goals may be, we’ll work with you to structure a financial plan to help you reach them.
Using a disciplined process for investing often leads to better long term results, and the opportunity for the investor to meet his or her long term objectives.
Services include personal disability income and overhead insurance, life insurance, group insurance and employee benefits programs, long term care insurance, and business insurance programs.
Robert F. Fahey, Jr. & Associates will assist your attorney and tax advisor in an effort to reduce your estate taxes. This can be achieved by setting up trusts for your heirs, titling of assets to coordinate with your will, and managing beneficiary designations.
Robert F. Fahey, Jr. & Associates will work with you to develop a college funding program by reviewing your financial considerations, the rising cost of college, and various funding protection programs.
