Retirement Strategies Built Around You

There is no such thing as one-size-fits-all when it comes to successful retirement strategies. Your retirement goals and financial situation are unique—why should your retirement strategy be any different? The better tailored your portfolio is to your goals, the greater the likelihood it will suit your needs for your financial future. Your security and financial wellbeing are important to you—they should be a key feature in your portfolio as well.

From employer-sponsored retirement accounts and taxable brokerage accounts to mutual funds—and stocks and bonds—investors can choose from a myriad of options. But which options are best for building an investment portfolio to fund your retirement? A registered investment adviser can help you determine the best path forward that meets your individual needs.

That's why it’s our goal at Fisher Investments to help our clients navigate the confusing universe of investment options and provide customized strategies to fit their personal situations, retirement goals and investment time horizons. We do this by talking with our clients to get a full picture of their unique financial situations. To learn more about our services, browse our selection of retirement planning guides or request an appointment today.

Creating Your Retirement Strategy

Each investor has their own idea of a comfortable retirement. A common theme for most is to support their desired lifestyle without relying on a regular paycheck. Planning for a comfortable retirement means

• Establishing realistic goals
• Understanding your investment time horizon
• Determining which investment strategy maximizes the likelihood of achieving your ideal retirement lifestyle