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.