The Financial Planning Services from Fisher Investments are designed to help individuals and families make smarter financial decisions at every stage of life. As a fiduciary and fee-only adviser, Fisher Investments provides personalized guidance focused solely on your best interests, from retirement and tax strategies to estate and generational wealth planning.
Advantages of these financial planning services
- Fiduciary, fee-only advisory model, acting in your best interest
- Personalized financial planning tailored to your life stage and goals
- Support for retirement, tax planning, estate planning and legacy strategies
- Access to educational resources, tools, webinars and planning materials
- Coordination with vetted CPAs, attorneys and trustees
- Guidance for Social Security optimization and income strategies
- Help evaluating insurance, banking and credit solutions
- Annuity evaluation to ensure alignment with long-term objectives
- Charitable giving and generational wealth planning support
| Information | Details |
|---|---|
| Available loan amount | Not applicable (this is not a loan service) |
| When repayment starts | Not applicable |
| Number of installments | Not applicable |
| Interest rate | Not applicable (no lending involved) |
| Payment methods | Fee-based advisory service (not a credit product) |
| Application review time | Varies according to client profile and onboarding process |
| Accepts negative credit | Credit score is not the primary qualification factor |