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Financial Planning

Long-term investing starts with an effective investment strategy that includes an asset allocation appropriate for your goals and ongoing support to help you stay disciplined to your strategy over time. However, even the best-prepared investors may face an array of other decisions that can impact their financial lives—and Fisher Investments is here to help.

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 providing portfolio management tailored to your needs, we can help you, as clients of Fisher Investments, take control of your entire financial situation throughout all stages of life.

Our comprehensive financial planning resources 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
  • banking support
  • trustee services
  • Social Security and Medicare guidance

Our resources in these areas can help you ease the burden of planning for your future.

Financial Planning Services and Resources

Exclusively for Fisher Investments Clients

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

If you are viewing from a desktop, hover over the icons below to learn what 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 help you along your financial planning journey, we offer a robust array of educational financial planning materials—like webinars and other resources—along with our network of trusted professionals. For more details, contact us at (888) 823-9566.

Learn More

Learn why 170,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 12/31/2024

New to Fisher? Call Us.

(888) 823-9566

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