Fairhaven Financial Advisory

Our Philosophy

At Fairhaven Financial Advisory Corporation, we believe in a data-driven approach to financial planning. By thoroughly analyzing your financial situation, we identify potential gaps and oversights in areas such as investments, taxes, estate planning, insurance, and Social Security benefits. With this comprehensive knowledge, we can guide you towards maximizing your retirement assets and achieving your financial goals.

Who We Are

Led by Joseph R. Brooks, ChFC, with over 30 years of experience in retirement planning, our team has a proven track record of success in advising individuals and businesses. We are dedicated to transparency, independent advice, and integrity, ensuring you receive personalized and reliable guidance every step of the way.

What We Do

Our comprehensive services offer a detailed review of your entire retirement portfolio, encompassing:

• Investment Review: Analyzing your portfolio performance and asset allocation to identify potential improvements.
• Tax Optimization: Identifying tax-saving strategies to minimize your tax burden.
• Estate Planning: Ensuring your assets are properly protected and distributed according to your wishes.
• Insurance Review: Assessing your insurance coverage to ensure you are adequately protected against potential risks.
• Social Security Optimization: Maximizing your Social Security benefits through strategic planning.

Our Approach

We prioritize clarity and communication, providing you with in-depth explanations of your financial options and the rationale behind our recommendations. We work collaboratively with you to create a personalized financial plan that aligns with your unique goals and circumstances.

Our Commitment

Fairhaven Financial Advisory Corporation is committed to ongoing learning and advancement. We actively participate in industry conferences and training programs to stay current with the latest regulations and strategies in retirement planning. We are also dedicated to providing exceptional client service, responding promptly to your inquiries and addressing your concerns with personalized attention.