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.
|Firm Start Year:||1983|
|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:||38|
|Work Experience:||My work experience is 38 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 as well as knowledge in tax efficient investing.|
|I work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities, Wealth Management|
|Investment Types:||Exchange Traded Funds (ETFs), Annuities, Insurance, Alternative Investments, Stocks, Mutual Funds, Bonds|
|I can meet clients in the following ways:||Video Conference, Via Email, Via Phone, At your office, At your home, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Long Term Care, Variable Annuity, Disability|
|Financial Organization Memberships:||Society of Financial Services Professionals, Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||International Association of Registered Financial Consultants, Better Business Bureau of Northeast Illinois, Northbrook Chamber of Commerce, National Ethics Bureau|
|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
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets, Hourly, Flat Fee, Commissions|
|Bachelor of Science, Business Administration - Accounting and Taxes||
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 has been assisting individuals and families who are retired or nearing retirement for the last 38 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 Bachelors 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. Dans 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 Americas Wealth Management Show with Dean Barber on WIND 560 AM radio. Also, Dans 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.
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. What makes us different is our strong ability to listen to what your concerns and needs are before making any recommendations.
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.
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. What makes us different is our strong ability to listen to what your concerns and needs are before making any recommendations.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Sat.||9:30 AM - 1:00 PM|
|Buffalo Grove||Carol Stream|
|Des Plaines||Downers Grove|
|Fort Sheridan||Fox Lake|
|Fox River Grove||Franklin Park|
|Harwood Heights||Highland Park|
|Lake Bluff||Lake Forest|
|Lake Villa||Lake Zurich|
|Morton Grove||Mount Prospect|
|Oak Brook||Oak Park|
|Prospect Heights||River Grove|
|South Elgin||Stone Park|
|Summit Argo||Villa Park|
|West Chicago||Western Springs|
|Winthrop Harbor||Wood Dale|