Financial Planning

There are three ways to achieve one’s goals: hard work, savings, and careful planning. We can help you with the last two. Our financial planning services are designed around you: your goals, your income, your unique situation. When you work with us, you’re working with an attentive team that has a combined 65 years of experience in offering personalized service. The financial planning services that we provide are as varied as the clients that we work with.


Whether your retirement dreams include travelling the world, taking an RV around the country, or moving across town to be closer to your children, our certified financial planners can help you work toward making those dreams a reality. Through our management of IRAs, stocks, bonds, and annuities, we can help design a retirement portfolio that’s right for you. We can also help you with the planning required to manage your income for retirement.

Estate Planning

Estate planning is a very delicate and complicated task—one best left to experts with years of experience. When you choose Fisher for your estate planning services, you can be confident that your wealth is in the right hands—and that it gets passed down into the right hands, too.


We know: insurance is a headache. Our certified financial planners have decades of experience working with all types of insurance plans, and we would be glad to put that experience to work on your behalf.


Education costs are skyrocketing, and they show no signs of slowing down. The sooner you start saving, the better off you’ll be. Whether you want to send your kids to college or a private high school (or both), pursue a higher education degree for yourself, or help your spouse realize their dream of furthering their education, we can help you get there.