Financial Services Offered:
Most of us have goals in life that call for significant investments in time and money. You may have done some planning, but developing and maintaining a plan to achieve your goals is a daunting challenge. This is where we can help.
At Fisher Financial Group, we are devoted and will do what it takes to make your financial dreams and goals a reality. Our dedication is firmly established in our desire to provide comprehensive, high-quality financial services in a relaxed atmosphere where we can better understand your investment requirements.
- Professional investment planning and wealth management services– Whether you are new to investing or a seasoned investor with a large portfolio, our investment professionals will take the time to talk with you, understand you, your needs and your goals. We will come up with a customized and personalized investment plan that is right for you.
- Portfolio asset allocation– Our team understands that strong asset allocation planning is essential to long-term investing. It is critical to have a properly distributed portfolio that adjusts over time as you approach your financial goals.
- Comprehensive financial planning– Comprehensive financial planning involves a very detailed analysis and review concerning all the facets of your financial environment including retirement planning, tax management, risk management and even cash flow analysis. It is only through comprehensive analysis that your true financial condition is revealed and properly planned.
- Retirement planning– From both a personal and financial perspective, realizing a comfortable retirement is an extensive process that takes professional planning with years of commitment. The complexity and time it takes to build a successful retirement are daunting tasks, but can be done with fewer headaches with Fisher Financial Group in your corner.
- Income planning– To put this in the simplest of terms, we are income planning specialists. It is our goal to lift the burdens of income planning off your shoulders. We prepare easy to understand income projections designed to answer the financial questions you have. We develop individual, risk-adjusted strategies that provide growth within your portfolio and we constantly monitor and make adjustments to plans accordingly.
- College planning– Most young women and men begin attending college in their late teens and have been preparing for the transition from high school to college for just a couple of years. But preparing for the cost of higher education is a process that should begin a number of years earlier. You can play a key role in your child’s future by letting us help you recognize the steps for college readiness. We will help you plan accordingly to ensure a smooth path to higher education.
- Financial trouble-shooting– Worrying about cash flow and adequate funds for emergencies and retirement can be a huge and ongoing headache. Financial reports show your true position and will reveal ways to strengthen your finances. We can get you on track and headed towards the goal of financial freedom.
- CPA client referral resource– Yet another benefit of working with a financial planning company that offers comprehensive services.
- Objective second opinion– Much like a patient might seek a second opinion concerning a medical diagnosis, we can provide you satisfaction and comfort as we work with you to determine if your current financial plan is designed to achieve your specific objectives.
- Individual tax preparation services by CPAs– As part of the comprehensive financial services available at Fisher Financial Group, we offer individual tax preparation services by CPAs. We are deeply committed to our clients and offer only the highest quality services.