The Fairbairn Group

Customized Financial Planning to Achieve Your Goals

Who We Serve

Retirees

How do I maximize my income in retirement?
How do I protect my assets and minimize taxes?
What is the right investment mix to meet my goals?
Perhaps even, how do I leave my legacy to my heirs?

Corporate Leaders

Am I saving/investing enough to retire on my terms?
How do I maximize my bonus and benefits packages?
I’m in a high tax bracket, what can I do to maximize my tax-favored investments?
I have goals besides retirement (i.e. new home, college funding for children), how can I achieve these goals without sacrificing my long-term plans?

Business Owners

How can I diversify and add liquidity to my net worth?
How can I implement/increase my tax-favored savings?
How can I take some risk off the table?
How can I monetize my life’s work, in a tax efficient manner?
What does my succession plan look like?

Family Wealth

How do I make/receive a gift or an inheritance in a tax-favored manner?
How do I protect wealth to meet not only my goals, but also my heirs?
What if I have goals to leave a legacy to charitable organization?

Corporate Retirement Plans

As the owner, what can I do to increase my tax-favored savings?
How do I structure a retirement plan to attract and retain high quality employees?
Can I provide financial education to help my employees make better retirement planning decisions?

What We Do

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Financial Planning

Tailored To Your Goals

Financial Planning

Cash Flow & Debt Planning
Retirement Planning
Net Worth Management
Estate Planning
Asset Protection Planning
College Planning

Investment Management

Customized Asset Allocation Management
Security Selection (stocks, bonds, ETF, Mutual Funds, etc.)
Employer Sponsored Plan

Tax Efficient Planning

Asset Location Planning
Tax Loss Harvesting
Tax Bracket Management
Roth Conversion Analysis
Gifting Strategies & Legacy Planning

Efficient Distribution Planning

Determine optimal funding strategies for major purchases
Determine optimal distribution strategies for income in retirement
Consider all available assets and income streams to effeciently monitor and maximize lifetime income

Why Work With Us?

Peace of Mind

Our highest priority is to save you time, energy, and money – at every opportunity
Our expertise and proactive services will bring you comfort in knowing that your best interests are always our top priority

We Help to Simplify the Complex

You have ambitious financial goals, a complex financial picture, and a desire to achieve financial independence
We are experts in coordinating all elements of your financial picture to assure your success in each of these goals

Your Personal CFO

As your “financial quarterback” we take great pride in being your first call for all financial matters and opportunities – no matter how big or small
Our ability to provide expert and unbiased feedback on all items in your financial world will ensure that you continue to make optimal decisions on your road to financial success

Who We Are

Matthew Fairbairn, CFP®, AIF®

Dylan Twombly

Investment Committee

Matt Fairbairn is an active member in Visionary’s Investment Committee that meets every quarter to review portfolios and investment opportunities, working with Fiducient Advisors for asset allocation expertise and monitoring.

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Think Tank

Business team working at office. Business people. paperwork

Visionary streamlines internal processes for advisors to focus on personalized client attention while their Think Tank manages investments, trades, and performance reports.

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