We work closely with a select group of families and businesses in the management of their financial needs. They employ us to leverage our time, experience, and expertise required to care for their wealth. We strive to understand and provide input in all facets of their financial affairs, therefore creating a deeper, longer-term relationship than typically expected from a financial advisor.
The U.S. Department of Labor (DOL) fiduciary rule is now effective. Regardless of what rules may be in place—now or in the future—you can depend on our commitment to putting clients first, our commitment to preserving choice of investments and our commitment to preserving choice of how to pay for services. Learn more about the DOL rule and contact us today with any questions or to discuss your retirement goals.
A damaging surge in inflation is not in anyone’s forecast, including our own. But two conditions that have pushed inflation higher in the past are now present. Vigilance and preparedness are called for. Read the full economic outlook in the latest edition of Global Insight.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.
Learn more about the Turner - Fisher Investment Group.
October 18, 2017
Dividend strategy: Slow & steady wins the race
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
October 30, 2017
Social Security: At a glance
November 29, 2017
Personal Wealth Dashboard
March 8, 2018
Municipal Market Insight