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Lifelong Guidance

Lifelong Guidance

Faison Wealth Strategy is the best solution for helping manage the seasons of your financial life so you are prepared in advance for the unexpected

Comprehensive Financial Advice you can rely on with trust and confidence

Comprehensive Financial Advice you can rely on with trust and confidence

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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My Retirement Savings

My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Questions to Ask About Medicare

Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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Good Health is Good Business

Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Insurance

In today’s world everyone must have adequate health coverage. We specialize in offering Guaranteed Issued health, dental and life plans that are affordable and fit your budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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What Our Clients Have to Say

Have a Question?

Have a Question?

Allow Regina Faison to prepare a wealth strategy for you.