Robert F. Fahey Jr. & Associates

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FINANCIAL PLANNING Financial Planning is the process of meeting your life goals through the proper management of your finances. Whatever your goals may be, we’ll work with you to structure a financial plan to help you reach them. At Robert F. Fahey Jr. & Associates, our Financial Planning process includes an analysis of many different aspects of your financial life. These include financial statement preparation, cash flow analysis, budgeting, income and estate tax analysis, estate planning, insurance planning and risk management, investment planning, employee benefit management, and retirement plan implementation and monitoring.

INVESTMENT MANAGEMENT Research over the past two decades shows that the individual investors often make decisions based upon emotion, resulting in a patterns of buying high and selling low. Using a disciplined process for investing often leads to better long term results, and the opportunity for the investor to meet his or her long term objectives. Robert F. Fahey Jr. & Associates will assist you in managing your emotions and your decisions around your investment program. Th...e capital markets are complex and require in-depth knowledge and experience to navigate successfully. We’ll assist you in creating a well-defined, structured approach to investing that is built on a customized process. Discovery The starting point for a good investment program is a detailed discussion of your current financial position and an in-depth interview to gain an understanding of your thoughts and attitude about money, your needs objectives and return requirements for your portfolio, and your ability to accept risk. Investment Recommendation As an independent advisory firm, Robert F. Fahey Jr. & Associates has access to a variety of world class investment managers, products and services that provide a broad array of solutions to meet the objectives and goals of your investment program. Ongoing Review & Monitoring We review capital markets and your portfolio on a regular basis, We’ll offer recommendations for your portfolio, as well as a change of investment manager and your asset allocation, if needed.