Michael Fisher
Michael S. Fisher, CFP® has spent the past 25 years helping his clients retire from some of America’s long established companies. Today, he applies this wealth of experience to addressing his clients’ complete financial picture.
Michael is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned extensive professional recognition for his achievements over the years.
Michael holds a Bachelor of Science degree in communications from State University of New York College at Oneonta, and went on to receive his certificate in Financial Planning as a graduate of the Boston University Financial Planning program.
Michael was born and raised on Long Island and currently resides in Dix Hills, NY, with his wife, Narry, and their son Elliot.
Michael believes in giving back to the community and volunteers with several charitable organizations, including the North Shore Animal League, the world’s largest no-kill animal rescue and adoption organization.
Value Statement – Preparing You for the Retirement You Envision
Our mission is to manage your wealth, so you can develop a strategy that takes care of your needs in retirement.
We use a planning-based approach to design personalized solutions across the full range of your financial needs, including wealth planning, asset allocation, trust and estate planning strategies, investment selection, and protection needs. We provide the customized, boutique experience of an independent firm while giving you access to the broad array of resources available through The Pinnacle Financial Group and Charles Schwab.
A Unique Focus on Retirement
We specialize in working with clients aged 50 and older who are planning for retirement orhave recently retired.
As you approach this milestone, you face significant, complex and consequential decisions about your pension, 401(k) and other benefit plans, and sometimes these decisions need to be made quickly. This is where we excel—we provide the knowledge and experience to walk you through the retirement process, help you navigate your choices, and help provide peace of mind that you have a plan in place for a more successful future and a comfortable retirement.
In many cases, we will even have direct familiarity with your specific employer’s retirement and benefit plans, having worked with other clients at the same company. This gives us an unparalleled level of experience, which we share with you to help you take full advantage of the opportunities available to you.
“Although I’m not retired myself, I’ve retired hundreds of times with my clients, and I understand the financial and emotional aspects of the process.”
– Michael S. Fisher, CFP®
Managing Director | Senior Wealth Manager
Our Investment Philosophy
Our disciplined approach to managing wealth in retirement is focused primarily on preserving your capital and producing a consistent stream of income.
Your investment income from dividends and interest becomes your “income” during retirement, so we want your portfolio to produce a stable cash flow that allows you to maintain your preferred lifestyle. By prioritizing income generation over investment growth, we plan for the damage that a major market decline can do to your portfolio.
“There are no “do-overs” in retirement. We want to create a well-balanced portfolio designed to navigate a variety of market environments.”
– Michael S. Fisher, CFP®
Managing Director | Senior Wealth Manager
