Broker Check

Products & Services

At Fairview Strategic Partners, LLC, we provide knowledge and assistance in the following areas:

Financial Planning

  • Business Planning
  • Retirement Planning
  • Estate Planning
  • Personal Financial Plans
  • College Planning
  • Divorce Planning with our CDFA*


  • Corporate and Individual Retirement Plans
    • IRA
    • ROTH
    • SEP
    • SIMPLE
    • 401 (K)
    • Pension Plans
  • Professionally Managed Accounts
  • Brokerage
  • Variable Annuities
  • Direct Mutual Funds

Personal Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Annuities
  • Disability Income Insurance

Corporate Benefits

  • Customized Retirement Plans
  • Executive Compensation
  • Disability
  • Life Insurance
  • Long Term Care Insurance
  • Voluntary Benefits


What is a Certified Divorce Financial Analyst® ? A CDFA professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future.

A CDFA can take on many roles in the divorce process:

Financial Expertise and Strategy

CDFA professionals provide the client and attorney with data analysis that shows the financial effect of any given settlement. They become part of the divorce team and provide support on financial issues such as:
·  Understanding the short-term and long-term effects of dividing property.
·  Analyzing pensions and retirement plans.
·  Determining if the client can afford the marital home, and if not, what he or she can afford.
·  Recognizing the tax consequences of different settlement proposals.

Data Collection and Analysis

Much of a CDFA professional’s role is collect the client’s financial data and perform analysis. CDFAs can help manage a client’s expectations of their financial future by presenting different scenarios and talking through the client’s budget and expenses.

CDFAs are trained to:
·  Collect financial and expense data.
·  Help clients identify their future financial goals.
·  Develop a budget.
·  Set retirement objectives.
·  Determine how much risk they are willing to take with their investments.
·  Identify what kind of lifestyle they want. 

Reprinted with permission from the website of THE INSTITUTE FOR DIVORCE FINANCIAL   ANALYSTS™.Link to