Our Firm

Fishman Financial Services is here to help reduce your stress as you plan for your retirement.. Our emphasis is on focusing on your needs and goals and to that end we make great efforts to customize our recommendations to your goals, needs, and risk tolerance levels. We get personal with you and hope you will consider us as your partner as you work towards your financial goals. Each client is treated as if they are our only client and we pride ourselves on personal service.

Our main focus is retirement income planning, tax planning and preparation and estate planning.  We can help you implement those plans and will continue to monitor them quarterly if you participate in our Periodic Asset Allocation Review System. You will continue to receive, at no charge, our quarterly newletter, The FFS Advisor, to keep you current with tax law changes and other important information. We can refer you to other professionals as needed, ie. attorneys for wills and trusts, social workers, realtors and others as needed.

We prepare tax returns for our financial planning clients and others. Our preparers are either CPA's or Enrolled Agents and have been with the firm upwards of 15 plus years.

Our customary practice is to give you the opportunity to look us over at no charge or obligation and therefore, we offer a one hour initial consultation at no charge to you. Please contact us to set this up or to ask for a free copy of our brochure and newsletter.