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Retirement Planning

Retirement isn't just a financial milestone, it's a major life transition. We help you prepare for it with a customized plan that coordinates all the moving parts: income, healthcare, taxes, Social Security, and your long-term goals.

You get more than numbers - you get clarity, structure, and a roadmap you can feel good about.

Get started now
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Retirement Planning

Retirement isn't just a financial milestone—it's a major life transition. We help you prepare for it with a customized plan that coordinates all the moving parts: income, healthcare, taxes, Social Security, and your long-term goals.

You get more than numbers—you get clarity, structure, and a roadmap you can feel good about.

Get started now
retirement planning 500

The Planning Process

Define Your Retirement Vision

Your lifestyle, your legacy, and what a meaningful retirement looks like to you.

 

 

Evaluate Key Variables

We assess the moving parts: Social Security timing, healthcare costs, longevity risk, your investment mix, and overall risk tolerance.

 

Build Your Retirement Roadmap

We bring it all together into a clear, customized plan that aligns your income strategy, timing, and goals - so you can retire with clarity and confidence.

What sets us apart

At Fairway, we don’t just run numbers, we build real relationships. Your retirement plan is grounded in your goals, values, and vision for the future.

We take a hands-on, personalized approach that simplifies the complex and keeps you in control. From Social Security decisions to tax-aware strategies, we help you retire with clarity, not guesswork.

No templates. No jargon. Just thoughtful guidance built around your life.

Ready to get started?

Schedule a call

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