Fairmont Trust Employee Directory

InsuranceFlorida, United States11-50 Employees

Fairmont Trust is a retirement income planning firm in the insurance sector, headquartered in Boca Raton, Florida, and serves clients nationwide. It focuses on helping pre-retirees and retirees convert decades of savings into dependable income, moving beyond generic guidance during market cycles. The firm typically works with individuals five to fifteen years from retirement or already retired, with retirement assets ranging from about $250,000 to $2 million held in 401(k)s, IRAs, pension rollovers, or brokerage accounts. The company develops a written retirement income strategy that spells out how much income the savings can produce, how long it will last under different market conditions, and where the real risks lie, then builds a structure designed to offer growth potential with reduced downside exposure. As an independent firm, it is not tied to a single carrier or product line, allowing solutions tailored to each client’s situation rather than a one-size-fits-all approach. The approach emphasizes clarity, fiduciary alignment, and a low-pressure process; clients leave conversations with greater understanding of their money, whether or not they proceed with services.

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