Fairview Strategic Planning

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Fairview Strategic Planning Financial services Securities offered through LPL Financial, Member FINRA/SIPC. No offers may be made or accepted from any resident of any other state.​

finra.org sipc.org Investment advice offered through Core Advisory Group, a registered investment advisor. Core Advisory Group and Fairview Strategic Planning LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Check out this video on taxes.
10/23/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
10/21/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
10/19/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Many have heard they should avoid probate; do you understand what probate is and how it works?
10/16/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
10/14/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
10/12/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
10/09/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Ben Franklin used compound interest to make big contributions to his two favorite cities.
10/07/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
10/05/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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5960 Fairview Road
Charlotte, NC
28210

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