We want to improve the financial well-being of our clients—beyond just recommending an investment strategy. We stay in touch as your needs evolve and market conditions shift. We help you meet your longer-term goals with an investment strategy that’s specifically designed for you. And we’re transparent about the investing decisions we make for you because we believe an informed investor is a better investor—and a happier client.
We can help you prepare for the future with a financial plan designed especially for you. A good financial plan is a blueprint that lets you save, spend, invest, manage risk and approach tax and estate planning with confidence.
Businesses rely on well-organized and accurate financial records in order to maintain profitability and ensure that operations will run more efficiently on a daily basis. Our Group helps your business get closer to these goals with accurate record keeping and support on financial issues by offering these services:
-General Ledger & Financial Statement preparation
-Bookkeeping (monthly, quarterly, and annual)
-Accounting system setup and support for new businesses
-Computerized payroll services
-Cash flow budgeting and forecasting
-Personal financial statements
-Business tax return preparation (Sales & Use tax and Personal Property tax)
-Litigation support
The Fisher Group believes portfolio management is far more than just buying stocks and bonds and hoping they do well. We combine a tested “top-down” investment approach with personalized planning to build a portfolio tailored to your long-term financial goals. Our proven approach has attracted over $108 billion from a global base of individual and institutional clients.