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 provide resources to help you take control of your entire financial situation at every stage of life.

We offer a holistic approach to help you with your overall financial situation. Whether it’s mapping out the impact of various income strategies, providing materials to help you evaluate estate planning strategies or even navigating life’s major milestones—like transitioning from the working world into retirement—we can help.

We take the time to understand you and your family’s situation and can provide resources and other specific, actionable steps toward your goals.


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 can also provide a wealth of financial planning materials for you to reference on all these topics.

Financial Planning

Your client service team understands your financial situation and can provide educational resources and functional tools to help you create a plan to support your goals and objectives.

Estate Plan Evaluation

Your client service team can provide you with a range of materials to heklp you understand and select estate planning options. We can also refer a vetted attorney in your area.

Tax Planning

We can help connect you with vetted tax partners and CPAs who can answer questions about your tax situation and assist in preparing and filing your taxes.

Social Security

We offer live webinars and on-demand resources to help you think through your Social Security options, such as when to file and when to begin drawing benefits.

Insurance Education

While Fisher Investments does not sell, solicit or negotiate insurance products, your client service team can help you think through how insurance may or may not fit into your financial plan.

Banking Support

We can coordinate with your custodian to link a check or debit card to your brokerage account. We can also help you evaluate mortgage and credit card ootions available to you.

Corporate Trustee

Through a custodian in our network, we can provide access to corporate trustee issuers who can manage assets held in a trust by acting as a sole, co-, or successor trustee.

Annuity Evlauation

We can analyze your annuity contract to help you determine if its features are aligned with your long-term financial goals and objectives.

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.

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    4 Ways to Avoid Running Out of Money in Retirement

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Learn why 185,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 6/30/2025

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