Fairhaven Financial Advisory Corporation

Fairhaven Financial Advisory Corporation is a financial planner in Haslett, MI, located at 1400 Abbot Rd #330. The firm specializes in managing IRAs and qualified retirement plans, including 401(k), 403(b), profit sharing plans, and money purchase pension plans. It serves retirees and those nearing retirement by focusing on retirement distribution planning to minimize taxes and penalties upon distribution. The business holds a 5.00 rating based on customer reviews.

The team includes Jonathan R. Brooks and Joshua S. Roberds, who bring more than 30 years of experience managing retirement assets for both individual and corporate accounts. Their approach utilizes a systematic financial review process to evaluate investments, taxes, estate planning, insurance, and Social Security benefits. Operating under the philosophy that better data leads to better decisions, the firm collects and compiles investment data, including the entire history of an account, to assist with informed decision-making. This detailed analysis exceeds government and industry standards.

Services provided through their Gold Medal Services include portfolio design based on risk tolerance, investment performance reviews, and commission-free transactions on certain securities in advisory accounts. They offer assistance with estate planning coordination, including retitling assets to trusts and coordinating distributions with attorneys and accountants. The firm also provides technical support for retirement needs, such as Required Minimum Distribution (RMD) calculations, Roth IRA conversion analysis, and Social Security option illustrations. Additionally, they perform ongoing tracking of investment history to manage tax basis figures, including realized and unrealized gains and losses.

The firm is an independent RIA dedicated to transparency and personalized counsel. Joseph R. Brooks, ChFC®, is a Charter Member of Ed Slott’s Master Elite IRA Advisor Group and an active member of the Academy of Preferred Financial Advisors. These memberships reflect a commitment to ongoing training and mastery of IRA tax laws and planning strategies. The firm maintains an excellent professional reputation and provides consistent client communications and written recommendations driven by individual goals.

Fairhaven Financial Advisory Corporation combines extensive experience in retirement distribution planning with a data-driven approach to help clients in Haslett maximize their retirement assets and achieve financial stability.

BizScoreAI gives Fairhaven Financial Advisory Corporation a Discoverability score of 75 out of 100, which means AI crawlers can find every page of the website so AI assistants can recommend the business. The firm also receives a Performance score of 71 out of 100.