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Why Fairway Financial?

Retirement strategies rooted in what matters most to you.

At Fairway Financial Partners, we believe retirement should be as unique as the life that led to it. Our approach goes beyond portfolios - it's about listening to your story, understanding your values, and designing a plan that reflects what matters most to you.

What we believe

  • Retirement planning should be personal, not prepackaged.
  • Risk isn’t a badge of honor - it is something that should be carefully managed.
  • Income is the outcome that matters.
  • Clients deserve clear answers and honest advice, not jargon or pressure. 
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The Magnolia Method

The Magnolia Method is our signature planning framework - designed to bring clarity, structure, and confidence to your retirement journey. Built around your unique goals and values, this method ensures every step is thoughtful, personal, and actionable.

We start by listening. Truly understanding what matters most to you and then guide you through a clear, five-step process that helps turn your vision for retirement into reality. From mapping out your full financial picture to designing a strategy and implementing solutions with care and coordination, we’re by your side every step of the way.

 

1. Discover

A relaxed, pressure-free conversation to understand what matters most to you – your goal, concerns, and vision for the future.

2. Analyze

Your full financial picture comes into focus: income, investments, insurance, taxes, and estate plans. This step sets the foundation for informed decisions.

3. Plan

A custom strategy is crafted around your life – built to generate income, manage risk, and align with your long-term vision. Nothing cookie-cutter.

4. Implement

With a clear plan in place, accounts are moved, strategies executed, and coordination handled with attorneys, CPAs, and carriers. You stay in control, we handle the details.

5. Monitor

Through ongoing reviews and check-ins, your plan stays flexible and up-to-date, ready to adjust as your life or goals evolve.

Built to Serve, Designed for You

At Fairway, our team shares a common mission: helping people navigate retirement with clarity and peace of mind. Get to know the people behind the planning.

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Zach Williams
Partner, Wealth Advisor

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Kyle Williams
Partner, Wealth Advisor
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Thomas Rozman, CFA®, CAIA®
Chief Investment Officer

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Paul Tinnirello
Director of Operations
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Michael Mortellaro
Head of Planning
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Scott Raider
Chief Compliance Officer

Planning Toolkit

Complimentary tools to help you take the next step toward a confident retirement.

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Replace My Paycheck

Turn your savings into a reliable stream of retirement income.
Know exactly how you’ll pay yourself, even after you stop working.

 
Get my income plan
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SmartShield Analyzer

Take a closer look at how much of your portfolio may be exposed to major market swings. This tool helps you evaluate downside risk and explore safer growth options.

 
Try SmartShield