Retirement Strategies Built Around You
There is no such thing as one-size-fits-all when it comes to successful retirement strategies. Your retirement goals and financial situation are unique—why should your retirement strategy be any different? The better tailored your portfolio is to your goals, the greater the likelihood it will suit your needs for your financial future. Your security and financial wellbeing are important to you—they should be a key feature in your portfolio as well.
From employer-sponsored retirement accounts and taxable brokerage accounts to mutual funds—and stocks and bonds—investors can choose from a myriad of options. But which options are best for building an investment portfolio to fund your retirement? A registered investment adviser can help you determine the best path forward that meets your individual needs.
That's why it’s our goal at Fisher Investments to help our clients navigate the confusing universe of investment options and provide customized strategies to fit their personal situations, retirement goals and investment time horizons. We do this by talking with our clients to get a full picture of their unique financial situations. To learn more about our services, browse our selection of retirement planning guides or request an appointment today.
Creating Your Retirement Strategy
Each investor has their own idea of a comfortable retirement. A common theme for most is to support their desired lifestyle without relying on a regular paycheck. Planning for a comfortable retirement means
- Establishing realistic goals
- Understanding your investment time horizon
- Determining which investment strategy maximizes the likelihood of achieving your ideal retirement lifestyle
See Our Investment Guides
The world of investing can seem like a giant maze. Fisher Investments has developed several informational and educational guides tackling a variety of investing topics.
Fisher Investments harnesses decades of experience from our Investment Policy Committee and an extensive research team to help set our clients up for success in retirement. After we establish your goals, timelines, and personal factors, we develop a personalized portfolio to help you achieve financial success in retirement.
Personalized Retirement Planning
Fisher Investments puts our clients first with a tailored approach to investment management and financial planning. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio.
If you already own investments, like annuities or mutual funds, Fisher Investments can discuss and provide information about them to help determine if they truly make sense for your investment goals. This analysis results in a personalized investing approach consistent with your goals and needs.
High-Touch Client Service
As our client, we’ll be in touch regularly to keep you informed about our market outlook and help ensure your portfolio continues to serve your financial goals. Many investors are often tempted to stray from the path to their financial goals, which is why we help focus on providing unparalleled client service. You’ll have an Investment Counselor to provide you with regular, ongoing updates on the market and your portfolio. Alongside a high-touch client service model, Fisher Investments offers client seminars, capital markets update videos, regular articles, and informative videos.
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Learn why 150,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 3/31/2024
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