Wealth Planning

At Fisher Wealth Management Group, a large number of our clients are planning for retirement, whether that is just around the corner or ten years away. Many have worked hard to build their wealth and aren’t sure how to manage it and transition from the accumulation to distribution phase. Through a wide range of services, we address a number of your concerns and needs:

Strategic Asset Management

We can help you create and maintain an investment portfolio that helps you pursue your goals using appropriate diversification based on your objectives and risk tolerance. Our knowledge, expertise, and professional resources provide you options you may not have access to otherwise, including a wide variety of traditional and alternative investment classes. Through our advisors’ affiliation with LPL Financial, we have access to more than 3,500 mutual funds, as well as individual stocks and bonds.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk.

Financial Planning

Financial planning is the process of identifying your financial goals and creating a roadmap for how to pursue them. To create a financial plan, we seek to help you establish your short and long-term goals, determine your assets and liabilities, and evaluate your financial position. From there, we can develop and implement your financial roadmap, which can incorporate a number of other strategies, such as retirement planning and college planning.

Retirement Income Planning

Income planning is a critical element of a solid retirement strategy. A major financial goal is to have a consistent and reliable stream of income that will last through retirement. We can help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.

Estate & Wealth Preservation Planning

Many individuals want to leave a legacy for their family. Estate planning is critical for ensuring your wishes are carried out. We can assist with your estate planning needs, including offering insight and recommendations on how to effectively protect your family and transfer your estate.

Education Planning

A major concern among families is determining how they will pay for their children’s college expenses while balancing their own retirement planning. We evaluate funding and savings options (such as 529 Plans or education trusts), and create a strategy tailored to your goals.

Tax Planning Strategies

The primary goal of effective tax planning strategies are to help our clients minimize their tax liabilities. While financial planning decisions are rarely made based solely on the tax consequences, considering the income or estate tax impact of those decisions is important. Effective tax planning strategies may include reducing taxable income, deduction planning, timing of investment purchases or sales, and year-end planning strategies.


Establishing proper insurance coverage is an important element in a sound financial plan. We can help you evaluate your options and determine the appropriate solutions based on your unique situation and future needs.