Fairfield Financial Solutions

Helping Navigate Your Financial Future

Consultant in Lancaster, OH (show on map)

Fairfield Financial Solutions offers customized financial strategies through a team of CPAs, attorneys, insurance, and financial planning professionals.

Call (740) 687-5270

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About

Fairfield Financial Solutions, Inc. is a financial services firm that offers a wide range of services including retirement and investment counseling, insurance planning, tax analysis, business planning, employee benefits, estate planning, legacy planning, charitable giving, and educational planning. The firm's team consists of CPAs, attorneys, insurance professionals, and financial planning experts who work collaboratively to provide customized financial strategies for both business and individual clients.

The firm emphasizes a holistic approach to financial management, ensuring that each client's unique needs and circumstances are addressed through in-depth analysis and access to top-tier financial resources.

Integrated team of financial specialists from multiple disciplines

Access to top-tier global financial resources through strategic partnerships

Personalized, holistic financial solutions tailored to individual and business needs

Services

Retirement & Investment Counseling

Helps clients achieve retirement income and wealth accumulation goals through analysis of present holdings, risk tolerance, and future objectives. Emphasizes tax-advantaged investing and offers specialized planning tools for retirement (RISK) and accumulation (ARC).

IRA & Roth IRA management Mutual funds Annuities (Variable, Fixed, Indexed) Pension/401k rollovers Asset allocation Distribution planning Managed money asset management

Insurance Planning

Reviews current insurance policies and recommends appropriate levels and types of coverage, including life, health, long-term care, and disability insurance. Assists in selecting products from competitive and financially secure carriers.

Variable Life Whole Life Term Life Survivorship Life Long Term Care Insurance Disability Insurance Policy Analysis

Tax Planning

Manages taxes year-round, identifies unknown tax breaks, and stays updated on current tax laws, court rulings, and IRS administrative rulings relevant to the client’s life.

Accounting services Individual tax preparation and planning Consulting for small business tax strategies Risk management for tax compliance

Business Planning

Ensures business continuity and financial security in the event of founder or key employee death, disability, or retirement. Offers complete business evaluation, buy-sell arrangements, deferred compensation, salary continuation, overhead disability protection, key employee coverage, and succession planning.

Complete Business Evaluation Buy-Sell Arrangements Deferred Compensation Salary Continuation Overhead Disability Protection Key Employee Coverage Succession Planning

Estate Planning

Provides comprehensive estate planning services to protect assets, minimize tax liabilities, and ensure the smooth transfer of wealth to heirs.

Will and trust preparation Probate avoidance strategies Gifting and charitable planning Medicaid and long-term care planning

Legacy Planning

Helps clients plan for the lasting impact of their wealth, including charitable giving, philanthropic strategies, and intergenerational wealth transfer.

Charitable remainder trusts Family foundation setup Philanthropic advisory services Intergenerational wealth transfer planning