wiseradvisor

Daniel Fisher
Fisher Financial Group LLC

Tel: (847) 205-9300
707 Skokie Blvd., Suite 600
Northbrook, IL 60062

Money is confusing. We'll help you figure it out.

Fisher Financial Group LLC | Financial Advisor in Northbrook ,IL


About Fisher Financial Group LLC

Fisher Financial Group LLC was started in 1983 with the sole purpose of serving the personal financial goals of individuals and small businesses.Daniel Fisher has been personally assisting people who are retired or nearing retirement for the last 37 years. Mr. Fisher started his career as an accountant and moved into advising individuals on growing and preserving their assets conservatively while paying the least amount in income taxes. Dan is a Registered Financial Consultant (RFC) and a Registered Investment Advisor with his firm Fisher Financial Group, LLC. He holds a Bachelor?s Degree in Business and Taxation from Roosevelt University.Dan has taught employees and retirees of the Federal Government, AT&T, Motorola, United Airlines, American Airlines, WW Grainger and several local school districts how to preserve and make their nest egg grow. Dan?s expertise is in high demand, and he runs periodic, senior-focused educational workshops locally in the Chicago area on topics such as retirement planning, tax savings, asset protection and preservation, Medicaid planning, income planning, catastrophic illness planning, and safe investing. Dan has been a featured guest speaker on ABC Windy City Live, America?s Wealth Management Show with Dean Barber on Sundays on WIND 560 AM radio and WBBM radio. Dan?s articles on retirement investing and tax planning have been published in local newspapers and publications. He is available for a complimentary consultation by appointment by contacting him at (847) 205-9300 or dan at fisherfinancialgroupllc dot com.


General Information

Firm Start Year:   1983
No.of Employees:   2-4
Insurance License#:   1631539
Name of Custodial Firm:   TD Ameritrade, Pershing
States Licensed in:   Illinois, California, Florida, Indiana, Michigan, New Jersey, Texas, Wisconsin
Number of Years with Current Firm:   37
Work Experience:   My work experience is 37 years in my own firm serving those that are nearing and in retirement or simply planning ahead to make sure that they're on course to meet their financial goals. I have extensive experience in investment and wealth management.
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Annuities, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance
I can meet clients in the following ways:   Via phone, At your office, At your home, Via email, Video Conference, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Annuity, Disability, Life, Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA), Society of Financial Services Professionals, Paladin Registry
Non-Financial Organization Memberships:   International Association of Registered Financial Consultants, Better Business Bureau of Northeast Illinois, Northbrook Chamber of Commerce, National Ethics Bureau


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee, Hourly, Based on Assets, Commissions


Education

Bachelor of Science, Business Administration - Accounting and Taxes  Roosevelt University
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Faqs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? 37 years of working with individuals, families and small businesses on a one on one basis. Graduated with a business degree majoring in accounting and taxes from Roosevelt University.
  • What is your approach to financial planning? Our approach is quite simple. We want to get to know you in order to help you make the best decisions possible. Because everyone has different goals we focus on what's important to you and then go through the process of planning towards those goals
  • What services do you offer? Investment asset management as well as total financial planning to individual goal planning such as Retirement Planning
  • Will you be the only person working with me? Yes
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Disclaimer

Fisher Financial Group, LLC, is registered as an investment adviser with the state of Illinois and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Daniel Fisher

Daniel Fisher

RFC®

Daniel Fisher has been assisting individuals and families who are retired or nearing retirement for the last 37 years. Mr. Fisher started his career as an accountant and moved into advising individuals on growing and preserving their assets conservatively while paying the least amount in income taxes. Dan is a Registered Financial Consultant (RFC) and a Registered Investment Advisor with his firm Fisher Financial Group, LLC. He holds a Bachelor’s Degree in Business and Taxation from Roosevelt University.

Dan has also helped employees and retirees of the Federal Government, AT&T, Motorola, United Airlines, American Airlines and several local school districts on how to preserve and make their nest egg grow. Dan’s expertise is in high demand, and he runs periodic, senior-focused educational workshops locally in the Chicago area on topics such as Veterans’ Benefits, Social Security planning, tax savings, asset protection and preservation, Medicaid planning, income planning, catastrophic illness planning, and safe investing. Dan has been a featured guest speaker on America’s Wealth Management Show with Dean Barber on WIND 560 AM radio. Also, Dan’s articles on retirement investing and tax planning have been published in local newspapers and publications. He is located at 707 Skokie Blvd., Suite 600, Northbrook, IL 60062 and is available for a complimentary consultation. You can contact Dan at (847) 205-9300.

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My Services

401K Rollovers

When you are starting a new job or getting ready to retire, you'll have to make a decision about your current 401(k) retirement plan. Rolling over your old 401(k) to an IRA can help you manage your retirement savings more efficiently. From a rollover you may gain more flexibility with your investments, the freedom to select from a wider range of investments, to keep your retirement savings tax-advantage status and the ability to see your entire retirement picture in a single view. When all of your retirement savings are in one place, it's easier to manage your account and monitor your progress. You have a lot of choices, at Fisher Financial Group we will help you understand the benefits involved with each choice.


Retirement Planning

For many people, thinking about retirement can be overwhelming. Am I saving enough? When can I afford to stop working? How long will my money last? These are just a few of the many questions you may be thinking about as you look ahead to your future. At Fisher Financial Group, we can help you answer these important questions, as well as develop a retirement income plan for your unique retirement goals. We will sit down with you and develop your personalized plan depending on your retirement planning stage. Whether you are in accumulation, preservation, or distribution stage, we will help you make informed decisions to build a better retirement strategy. Other important parts of your overall retirement plan include: Social Security Planning - We will provide guidance on how individuals and couples can maximize their Social Security benefits in retirement. Estate Planning – We will create an estate plan that protects assets, plans for future care of loved ones and preserves your intentions in life and after death.


Portfolio Management

At Fisher Financial Group we offer a fee based, asset management service that provides the convenience of bringing your investments together within one coordinated portfolio. Your portfolio will be customized specifically to you to help meet your investment needs.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM

Communities Served

Addison Algonquin
Arlington Heights Barrington
Bartlett Bellwood
Bensenville Berkeley
Berwyn Bloomingdale
Broadview Brookfield
Buffalo Grove Carol Stream
Carpentersville Cary
Chicago Cicero
Clarendon Hills Deerfield
Des Plaines Downers Grove
Dundee Elgin
Elmhurst Elmwood Park
Evanston Forest Park
Fort Sheridan Fox Lake
Fox River Grove Franklin Park
Glen Ellyn Glencoe
Golf Grayslake
Great Lakes Gurnee
Harwood Heights Highland Park
Highwood Hines
Hinsdale Ingleside
Island Lake Itasca
Kenilworth La Grange
Lake Bluff Lake Forest
Lake Villa Lake Zurich
Libertyville Lincolnshire
Lincolnwood Lombard
Lyons Maywood
Medinah Melrose Park
Morton Grove Mount Prospect
Mundelein North Chicago
Oak Brook Oak Park
Palatine Park Ridge
Prospect Heights River Grove
Riverside Round Lake
Schaumburg Skokie
South Elgin Stone Park
Summit Argo Villa Park
Wadsworth Wauconda
Waukegan Wayne
West Chicago Western Springs
Westmont Wheaton
Wheeling Wilmette
Winfield Winnetka
Winthrop Harbor Wood Dale
Zion Illinois

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