Fairway Financial is a financial planning firm that helps retirees, people nearing retirement, business owners preparing to sell, and aerospace and defense professionals plan for major life transitions. Its approach begins with life planning: clarifying what clients want their next chapter to look like, then building a financial strategy to support that vision. The firm’s goal is to help people retire to something meaningful, rather than simply leave work without a clear direction.

Fairway Financial offers coordinated planning across investment strategy and portfolio oversight, retirement income and distributions, tax-aware planning, estate and legacy alignment, and insurance and risk decisions. Through its Virtual Family Office service, the firm works with clients’ CPAs, attorneys, and other specialists to bring financial decisions together under a shared strategy. Its Pathway to Purpose process guides clients from an initial conversation and financial discovery through recommendations, implementation, and ongoing reviews. Fairway Financial also provides guidance on benefits decisions and retirement transitions for professionals in the aerospace and defense industries.