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.

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.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
10/02/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
09/30/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Your financial future is calling. Develop a strategy for your investments today.
09/28/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

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5960 Fairview Road
Charlotte, NC
28210

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