Caldwell Fairfield Advisors offers financial planning and consulting services to individuals, businesses, trusts, estates, and charities. Caldwell Fairfield Advisors does not provide investment management services. If a client wants investment management, Caldwell Fairfield Advisors will recommend other investment advisors. Caldwell Fairfield Advisors may provide consulting services regarding non-investment related matters, such as estate planning, tax planning, and insurance.