Financial Planning Services Tailored to Your Goals and Legacy

Below is a summary of some of the services and resources exclusively available for Fisher Investments clients. We can also provide a wealth of financial planning materials for you to reference on all these topics.

• Financial Planning: Your client service team understands your financial situation and can provide educational resources and functional tools to help you create a plan to support your goals and objectives.

• Estate Plan Evaluation: Your client service team can provide you with a range of materials to help you understand estate planning options. We can also refer you to vetted attorneys in your area.

• Tax Planning: We can help connect you with vetted tax partners and CPAs who can answer questions about your tax situation and assist in preparing and filing your taxes.

• Social Security Optimization: We offer live webinars and on-demand resources to help you think through your Social Security options, such as when to file and when to begin drawing benefits.

• Insurance Education: While Fisher Investments does not sell, solicit or negotiate insurance products, we offer resources to help you think through how insurance may or may not fit into your financial plan.

• Banking and Credit Solutions: We can coordinate with your custodian to link a check or debit card to your brokerage account. We can also help you evaluate mortgage and credit card options available to you.

• Corporate Trustee Support: Through a qualified, third-party custodian, we can provide access to corporate trustee issuers who can manage assets held in a trust by acting as a sole, co-, or successor trustee.

• Annuity Evaluation: We can analyze your annuity contract to help you determine if its features are aligned with your long-term financial goals and objectives.

• Charitable Giving Assistance: Empower your philanthropy with resources to help establish charitable giving vehicles or make direct donations to organizations that reflect your values.

• Generational Wealth Planning: Plan for the future with strategies designed to align with your family values to help facilitate effective wealth transfer for generations to come.