Financial Planning

Having a strategy in place for your money and assets is all-important. At Fagan Associates we evaluate your current financial situation and devise a comprehensive plan going forward – one that includes investing, budgeting and saving. We also help you look ahead to the future for milestone events, such as funding education, buying a home and planning for retirement.

It’s also important to be prepared for the unexpected. At Fagan Associates we get to know you as a person – your family situation, your career path. This helps in making sure that you’re prepared for any curveballs life may throw your way. Give us a call and, together, we’ll devise a financial game plan that’s just right for you. Reach us at 518-279-1044.