Working with Clients to Achieve their Financial Vision
The Fisher Group is a boutique financial advisory firm that provides financial advice and wealth management to individuals regardless of where they are on their financial journey.
At The Fisher Group, we are committed to providing innovative solutions to preserve and enhance our client's wealth. Our team of independent financial advisors benefit from a comprehensive suite of financial products, technology, and support to serve our client's needs.
Our team is here to help you every step of the way.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
Contact
➤ LOCATION
2700 Post Oak Blvd
Suite 1700
Houston, Texas 77056
☎ CONTACT
Jeanine.Fisher@SunbeltSecurities.com
(713) 800-0313
Cheryl.Brown@SunbeltSecurities.com
(832) 404-2080
Check the background of these Investment Professionals on FINRA’s BrokerCheck.
Areas of Practice
FINANCIAL PLANNING
A thorough financial plan is the foundation of working with our clients. Together, we build a plan to achieve your financial goals. As we listen and understand your needs, a personalized portfolio is created for you that could include stocks, bonds, cash, mutual funds, exchange traded funds, or other securities. Our goal is to build solutions that help you grow and build your wealth.
WEALTH MANAGEMENT
When it comes to wealth management, our team uses a collaborative approach to ensure that a plan is in place to grow, protect, and distribute a client’s wealth. This includes working with experts in tax planning and estate planning. Together, wealth and investment strategies are designed to reach the specific client objectives. When necessary, our team can introduce clients to a broader network of resources.
INsurance
A comprehensive financial plan includes evaluating your needs for Life, Disability, and Long Term Care Insurance. In addition, our team can review Property & Casualty Insurance to make sure that you are prepared for any event. We work to ensure that you and your family will have the right products in place to enjoy peace of mind.
Funding education
90% of our clients believe that their children will pursue higher education. However, with the rising costs of public and private education, it is important to start saving as soon possible. Our team utilizes 529 plans and other savings strategies to prepare for education expenses.
Annuities
Annuities can play an important role in any financial plan. These products can be used to save additional money for retirement, prepare for an upcoming retirement, or provide an immediate income stream in retirement. We will work with you to understand your goals and needs to see if annuities can play a role in your plan.
business and corporate services
Our team works with businesses of all sizes to implement Employer Sponsored Retirement Plans and individual SEP IRA plans. We can also assist in implementing Buy-Sell Arrangements and Key-Man Insurance Plans.
“Successful Investing takes time, discipline, and patience.”
Let's Chat.
Use the form below to contact us regarding your financial enquiry. Please be as detailed as possible. To help us best service your enquiry, we recommend that you first describe how we can help you and tell us what you want to achieve. You may also email or call us to make an appointment.