Plan for the Retirement You’ve Earned

Your retirement plan matters. Done right, it can set you up to enjoy a retirement without financial worry. Done wrong or not done at all and you may find yourself in a less comfortable situation.

Fisher Investments offers a variety of services and free resources to help you retire comfortably.

How Fisher Can Help

Portfolio Management

We create and manage portfolios tailored to each client’s situation and investment goals. Learn how our services can help you avoid excessive fees and inefficient allocations.

Learn More

Financial Planning

We can help with all parts of your financial plan: budgeting, cash flow analysis, estate and tax planning, planning for partners and even maximizing Social Security benefits.

Learn More

Annuity Evaluation

We’ve evaluated thousands of annuities for our clients. If you own or are planning to buy one, we can help you better understand the fine print and any potential risks.

Learn More

Preparing for Retirement

icon

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
icon

Investing in Retirement

When you retire, your investments likely need to keep working so you can afford your lifestyle and so your nest egg can keep pace with inflation.

Learn More
icon

Generating Retirement Income

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
icon

Staying on Track

Life is full of unexpected twists and turns, and emotions can cloud decision making. Discipline, patience and perspective can help you stay on track and meet your financial goals.

Learn More

Helpful Retirement Resources

Retirement Calculators

Get a quick sense of whether your current rate of savings has you on track for a comfortable retirement.

Learn More

Retirement Guides

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

Learn More

Popular Retirement Topics

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

Let Us Help You Achieve the Retirement You Deserve!

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

Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.