Holistic Planning

Fairway Capital Advisors > Our Services > Holistic Planning

Our holistic approach allows us to provide a comprehensive, fluid, dynamic, and panoramic picture for our clients. Our financial planning process connects all the key areas to drive efficiencies and achieve better results. For this reason, we are not all things to all people but rather all things to some people.

Retirement Planning

Social Security
401k, 403b, SEP IRA
Benefit Structure

Non-Qualified Plans
Long Term Care
Timing Considerations

Cash-Flow Planning

Source of Cash
Securities Backed Lending
Mortgage Financing

Tax Implications
Banking
Timing Considerations

Tax Planning Strategies

Forecasting
Tax Loss Harvesting
Estimated Payments

Audit & Risk
International
Federal & State Compliance

Risk Management

Diversification/Hedging
Market Risk
Family Risk

Litigation Risk
Operational Risk
Liability Risk

Employee Benefits & Compensation

Deferred Comp & 409A
Employment Agreements
Insider Compliance
Performance Awards (PSU, RSU, RSA)

Stock options (NQ, RSU, M-Units, ISOs, SARs)
Payroll
83b Elections

Investment Planning

Asset Allocation
Tax Managed Strategies
Tax Free Bonds

Private Equity / Real Estate / Hedge Funds
Structured Solutions
Crypto Currency / Digital Assets

Insurance Planning & Strategies

Needs Analysis
Liability
Property & Casualty

Life
Health
Disability

Estate Planning

End of Life Planning
Beneficiary Designations
Trust Design & Features

Advanced Entity Planning
Wealth Transfer/Gifting