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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

"A Comprehensive Approach to Financial Planning: Do YOU Have a Plan?"

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.


Keith Watson is an experienced financial consultant with over 20 years of experience who can assist famlies in finding solutions for funding the high costs of college education.  For more information about how to start navigating the college funding process, click here: Fisher was selected for the feature interview article in the October 8, 2015 issue of Proactive Advisor Magazine.  Proactive Advisor Magazine, is an industry publication that explores the dynamic, risk-managed, investment approaches that financial advisors employ for many of their client accounts.  Check out the link below to view the entire article.  Feel free to forward the article to anyone that you know who could benefit from having a financial conversation with him. To view the entire article, click here.