Fischer Investment Strategies

Fischer Investment Strategies

New
Offers online services
New
Offers online services

About

Fischer Investment Strategies is a fee-only, independent Fiduciary and Certified Financial Planning firm based in Westlake Village. We create and manage personal portfolios, company retirement plans including 401k startups, AND provide comprehensive financial planning to retired and busy successful people.

We are NOT a "fee-based" advisor. Instead, we work on a flat fee or hourly schedule which is called "fee-only". We do not sell investments, insurance, nor do we earn commissions or kick backs of any kind. Our incentive is the same as our client. The more money we make for them, the more money we make; the less money we make for them, the less money we make.

With over 25 years of experience, we utilize cutting-edge, evidence-based investment strategies that are endorsed by the top business schools in the country. Our mission is simple: provide the highest expected rate of return with the least amount of risk for our client's situation at a very low cost.

We can meet in person or do video conferencing whichever is preferable. We love helping our clients succeed in accomplishing their personal and retirement goals. We would love to help you too. Please call us for a free consultation.


Highlights

4 employees
13 years in business
Serves Thousand Oaks , CA
Offers online services

Social media


Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

$80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase

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    Services offered

    Financial Services And Planning