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.

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.

  • The 15 minute retirement plan guide.

    4 Ways to Avoid Running Out of Money in Retirement

    If you have a $1,000,000 portfolio, download the guide by best-selling author and money manager Ken Fisher’s firm. It’s called The 15-Minute Retirement Plan. Even if you have something else in place right now, it still makes sense to request your guide!

    Get Your Free Guide!

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Learn why 175,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 3/31/2025

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