Offering comprehensive review of all areas of retirement, including investments, taxes, estate planning, insurance and Social Security benefits.
Providing detailed analysis exceeding federal government and industry standards to assist clients in making informed investment decisions.
Featuring more than 30 years of experience managing retirement assets for both individual and corporate clients.
Sharing our expertise and personalized counsel with our community on financial topics such as IRAs, estate planning and tax planning.
Get the latest industry news, updates and financial tips for your retirement.
Fairhaven Financial Advisory Corporation is an independent Registered Investment Advisor and comprehensive service provider, specializing in IRAs and qualified retirement plans for retirees and those nearing retirement. Through a systematic financial review process, Fairhaven helps investors avoid costly gaps and oversights in investments, taxes, estate planning, insurance and Social Security benefits to help maximize retirement assets. With the philosophy “better data leads to better decisions,” the team has a unique capability to collect, compile and store investment data—exceeding government and industry standards—to assist clients in making informed investment decisions.
With more than 30 years of experience managing retirement assets for both individual and corporate accounts, Joseph R. Brooks, ChFC®, and his staff bring extensive knowledge of distributions, rollovers and critical tax and legal considerations to clients. Fairhaven Financial Advisory Corporation is dedicated to transparency, independent advice and integrity as they work to provide consistent client communications and personalized financial counsel. To learn more,
contact us or call (517) 332-2900.
Fairhaven Financial Advisory Group is dedicated to the ongoing training in and mastery of IRA tax laws and planning strategies.
Fairhaven Financial Advisory Group has a strong commitment to advancing our financial services education and focus on offering superior client services.
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