Financial Planning

We can help you prepare for the future with a financial plan designed especially for you. A good financial plan is a blueprint that lets you save, spend, invest, manage risk and approach tax and estate planning with confidence.

How Fisher Investments Can Help

Financial Plan Evaluation

How does your financial plan stack up? We can help you evaluate if you’re on track to meet your goals and help with budgeting for the future you want.

Learn More

Retirement Income Plans

You may need to take income from your investments after you stop receiving a regular paycheck. We can help you figure out how, without depleting your funds.

Learn More

Portfolio Management

We create and manage portfolios tailored to your situation and investment goals. Tired of layered fees from funds and overlapping investments? We can help.

Learn More

Creating a Financial Plan

Setting Goals

Your retirement plan begins with you and your goals—what you want to do, how much that will likely cost and any additional goals you may have for your money.

Learn More

Define Your Time Horizon

How long will you need your money working for you? It may be longer than you think. Plan ahead now to avoid surprises later.

Learn More

Understand Your Spending

A thorough financial plan accounts for what you need to spend and how you’ll get the money for it, whether from investment income, withdrawals or your Social Security benefit.

Learn More

In Case of Emergency

Understand how an emergency fund factors into your financial plan.

Learn More

Helpful Financial Planning Resources

Financial Planning Guides

Our downloadable guides offer information on retirement planning, retirement income and much more. They’re free and available at no cost or obligation to you.

Learn More

Popular Financial Planning Topics

We know investors nearing or in retirement have a lot to think about. Learn more about these common financial planning topics:

Let Us Help You Achieve the Retirement You Deserve!

Contact us to learn how we've helped thousands of successful people retire comfortably.