Small Business



The following is a hypothetical example of how Fairway Financial interacts with the community.
This is a fictitious creation by the author to demonstrate our services. None of the names or images belong to actual clients, accounts or relationships.



Mark and his business partner Scott are both native Charlotteans and are proud of how their city has grown up since they were boys. They have both enjoyed some success in the real estate business and have started to diversify their interests into other areas of the business world. They came to FairWay Financial having recently opened a fitness studio.

They were a little confused about their options for business continuity in case of a catastrophe, retirement savings options, and they were also looking for a referral to a CPA.

With lower cash flow in the beginning, we were able to show them different solutions in the event of one of them becoming incapacitated using life insurance. We then introduced them to a CPA who has worked with a number of our clients over the years. Together we worked as a team to help Mark and Scott understand the pros and cons of a number of retirement plan options. We found a good fit for a small two man business, but one that is flexible enough should the business expand into a franchised operation in the years to come.

Working with team of financial experts can help you discover solutions for all business owners, no matter where you are in the business cycle.

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