Fairhaven Financial Advisory Corporation of Lansing is a financial planner in Lansing, Michigan. The firm specializes in managing IRAs and qualified retirement plans for retirees and those nearing retirement. Their services include a systematic financial review process covering investments, taxes, estate planning, insurance, and Social Security benefits. The firm holds a 5.00 rating based on 4 reviews.
The firm operates with a philosophy that better data leads to better decisions, utilizing a unique capability to collect, compile, and store investment data that exceeds industry and government standards. The team, including Jonathan R. Brooks and Joshua S. Roberds, brings more than 30 years of experience managing retirement assets for both individual and corporate accounts. They provide specialized expertise in retirement distribution planning, including the management of 401(k), 403(b), profit-sharing, and money purchase pension plans, while focusing on minimizing taxes and penalties upon distribution.
Located on Abbot Rd, the office is a short distance from the East Lansing Main Post Office and the East Lansing Public Library. It is also situated near Harrison Meadows Park.
Fairhaven Financial Advisory Corporation is recognized for its dedication to transparency, independent advice, and integrity. The firm is known for its commitment to personalized financial counsel and its ability to provide detailed analysis to assist clients in making informed investment decisions.
With a focus on helping clients achieve financial stability and independence, Fairhaven Financial Advisory Corporation serves the retirement planning needs of the Lansing community.