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Fay & Associates, Inc.

Your Trusted Partner in Financial Success

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All-in-One Financial Planning

Leave Feeling Better

At Fay & Associates, we believe financial planning is for everyone. Since 1984, we've helped individuals and families build and protect their wealth with comprehensive, personalized financial guidance. Our holistic approach means we don't just focus on one aspect of your finances—we look at the full picture, creating long-term strategies to help you achieve your goals and secure your future.

Tax Services

Individual and business tax preparation, new Arizona small business support, and tax strategy consulting to minimize liabilities and maximize returns.

Investment Planning

Customized investment portfolios, savings growth strategies, and retirement planning designed around your financial objectives.

Insurance Solutions

Comprehensive insurance options, including life, home, and health coverage, to protect what matters most.

Estate Planning

Individual and business tax preparation, new Arizona small business support, and tax strategy consulting to minimize liabilities and maximize returns.

Bookkeeping & Payroll

Customized investment portfolios, savings growth strategies, and retirement planning designed around your financial objectives.

Explore Our Comprehensive Services

Discover how Fay & Associates can simplify your financial life with expert solutions tailored to your needs.

What Sets Us Apart

A Holistic Approach with a Personal Touch

At Fay & Associates, we take a holistic approach to financial planning, combining expert tax strategy, investment management, insurance, and mortgage services to create a comprehensive plan tailored to your goals. Our roots as a tax firm give us a unique edge—we integrate advanced tax planning into every financial decision, helping you protect and grow your wealth efficiently. With decades of experience and a commitment to clear, personalized guidance, we make the complex simple and empower you to make confident financial choices that support your long-term success.

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Ready When You Are

Discover How We Can Help You Thrive

Your financial journey is unique, and our services are designed to meet you wherever you are. Contact us today to schedule a consultation and experience the power of a comprehensive, client-centered approach to financial planning.

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Transparency

No hidden fees or jargon—just straightforward advice that's easy to understand.

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Holistic Expertise

We integrate tax strategy, investment planning, and financial protection to offer seamless solutions.

Client Focus

Your success is our top priority, and we're here to guide you through every financial milestone.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Shows how transfer-on-death designations help avoid probate costs.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

How much will it cost to pay off a loan over its lifetime?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much can you afford to pay for a car?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck