1% More Can Mean 15+ Extra Years of Spending
Improving your investment performance by just 1% can make a huge difference in your retirement savings.
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Where to locate your fund tickers and how to input them into this form
Locate your fund IDs
Fund IDs can be found on your statement. The most common type of Fund ID is a mutual fund ticker which is five capital letters ending in an X.
How to enter your Fund IDs
Enter each Fund ID individually.
– or –
Copy and paste a string of many Fund IDs, separated by commas, into the first fund ticker input. The remaining fund ticker inputs will be automatically separated and entered for you.
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Why Work With Fisher?
Fisher redefines what it means to be a partner in retirement by providing superior guidance, unparalleled service and simple and easy program administration.
Your Interests First
Incentive structures that are aligned with your success. No revenue sharing, no kick-backs or commissions. When you do better, we do better.
DIFY (Do It For You) Approach
Our servicing solutions focus on doing everything we can for you. From acting as a single point-of-contact for your plan to selecting your investments, we provide services that many other advisors can’t or won’t provide.
Superior Financial Guidance
As one of America’s top financial advisers, we work with you to build the optimal program and provide ongoing one-on-one financial guidance to maximize wealth generation.
Small Business Expertise
We specialize in small business retirement plans. As a result, we act as your advocate and have the knowledge, resources and clout to champion your needs.