Financial Planning

We can help you prepare for the future with financial planning advice designed specifically for you. A good financial plan helps you save, invest, and approach tax and estate planning with confidence.

Reach Your Financial Goals with the Right Help

Hiring the right financial adviser is key to reaching your financial goals. Fisher Investments is a fiduciary and fee-only adviser. In addition to portfolio management tailored to your needs, as clients of Fisher Investments, we can help you take control of your entire financial situation and throughout all stages of life. Our comprehensive financial planning services focus on key areas we believe are critical to reaching your long-term goals, including financial planning, insurance analysis, estate plan evaluation, tax planning, annuity evaluation, Social Security and Medicare guidance, trustee services, banking support and more. Our resources in these areas can help you ease the burden of planning for your future.

Financial Planning Services

Exclusively for Fisher Investments Clients

Below is a brief selection of financial planning services we offer exclusively to Fisher Investments clients. We also can provide a wealth of financial planning resources and materials you can reference on all of these topics. If you are viewing from a desktop, hover over the icons below to see examples of services we offer under each category. If you are viewing from a mobile device, click each icon to learn more.

Additional Resources

To learn more about how Fisher Investments can support you in reaching your long-term financial goals, schedule an appointment today. To support you in your financial planning journey, we also offer a robust array of educational financial planning materials, some of which are listed below. For more details, contact us at (888) 823-9566.

  • The 15 minute retirement plan guide.

    4 Ways to Avoid Running Out of Money in Retirement

    If you have a $500,000 portfolio, download the guide by best-selling author and money manager Ken Fisher’s firm. It’s called The 15-Minute Retirement Plan. Even if you have something else in place right now, it still makes sense to request your guide!

    Get your Free Guide!

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Learn why 165,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 9/30/2024

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