Fairway Financial Group
Why pick this one
Fairway Financial Group provides personalized financial planning through Thrivent advisors, including retirement, Social Security, extended-care, and Medicare strategies.
Best for
- Individuals and families seeking personalized financial planning
- Retirement income and annuity planning
- Clients evaluating Social Security strategies
- Clients planning for extended-care or Medicare needs
- People seeking ongoing financial plan reviews as circumstances change
- Clients who want financial planning connected to charitable giving and personal values
Specialties
- Personalized financial planning
- Retirement income planning
- Social Security strategies
- Extended-care strategies
- Medicare strategies
- Annuity planning
- Managed accounts
Certifications
- FIC designation
- CKA® designation
- BFA™ designation
- Thrivent affiliation
What makes them different
- Thrivent is owned by its members rather than shareholders or investors
- Thrivent reinvests profits into the people and communities it serves
- The team uses a four-stage process: Understand, Strategize, Implement, and Adapt
- Clients can meet by phone, virtually, or in person
- The team reported mobilizing 1,503 volunteers and supporting 158 Action Teams in 2024
Distilled from this business's own website.
Contact & Location
- Address
- 3309 Jaeckle Dr Ste 110, Wilmington, NC 28403
- Phone
- 9107773367
- Website
- https://connect.thrivent.com/fairway-financial-...
- fairwayfinancialgroup@thrivent.com
Services
- Financial planning
- Strategic planning
- Financial plan implementation
- Ongoing financial plan reviews
- Dedicated planning services
- Managed account services