Services
Building a Fiscal Foundation for the Present and Beyond
Fisch Financial Group's strategic successful planning and oversight of your situation rests on the following.
Assisting with Investments
FFG's experts work with you to evaluate and implement your specific financial needs, providing personalized strategies to help you grow your wealth and reach specific objectives.
In addition to recommending investments, we consider the following:
- Current and Future Needs: In determining the best investment strategy for you, we help keep you on track by paying attention to your existing situation and determining your eventual goals. With this information, we can help you direct the right monies to the right assets.
- Risk Assessment: FFG uses cutting-edge technology offered by Riskalyze. This identifies your acceptable level of risk and ensures your portfolio aligns with your expectations. It also helps you identify which investments will work best with your risk appetite.
- Manager Analysis: Once needs and risks have been assessed, FFG works with you to evaluate the right managers and sponsors for a successful asset allocation process. Experienced managers and sponsors are essential to ensuring the right returns.
Planning Pension and Retirement Savings
Starting and maintaining a retirement plan can be complex, especially in light of IRS and Department of Labor rules and regulations. FFG's background and understanding guide you in designing and setting up an effective retirement savings plan. Each plan is carefully crafted to help you save for and to get the most out of your retirement savings.
We can work with you on:
- Discretionary profit-sharing plans
- 401(k) plans
- Safe Harbor 401(k) plans
- New comparability/age-weighted profit-sharing plans
- Defined benefit plans
- Cash balance plans
Increasing Retirement Income
FFG's team helps you identify different sources of retirement revenue, and the cash flow you might anticipate from these sources. We also help you focus on strategies to maintain asset value as you stop working full time.
In determining your retirement future, we analyze the following impacts on your portfolio:
- Aging and longevity
- Market volatility and inflation
- Taxes and healthcare costs
With this information in hand, we can work with you on developing and maintaining a viable retirement plan, one that supports you without eroding the value of your portfolio.
Preparing Your Legacy
Another important facet of financial planning is passing your wealth to future generations. FFG can help ensure that your assets are managed properly during your lifetime, and distributed to the heirs of your choice.
To ensure proper asset titling and legacy preservation, we assist with:
- Reviewing your beneficiaries
- Setting up appropriate trusts
- Determining charitable giving strategies
- Assessing estate tax laws
- Providing guidance to your heirs when you pass
About Fisch Financial Group
As an independent wealth management firm, Fisch Financial Group provides people with the knowledge and expertise they need to get the most out of their lives.
Our Approach
We analyze your financial goals and help guide you to a wealth management plan that will fit your financial needs.
Contact Us
Want to learn more about Fisch Financial Group and how we can help you build your wealth? Connect with us online or schedule an appointment.