Personalized Retirement Guidance

Did you know you have access to tailored retirement planning anytime you want? Fisher\SMB™ Retirement Specialists are available to meet with you to offer investment guidance, discuss your retirement goals and provide ongoing support and resources to set you up for a comfortable retirement.

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Fisher\SMB™ Logo appears on screen.	Upbeat Music Fade on
A woman appears on screen with a thought bubble above her. Inside the thought buttle there is a photo of her with a dotted line that extends to an older version of her on the beach	When it comes to retirement planning, there’s no one-size-fits-all approach.
Three figures appear on screen	That’s why Fisher Retirement Specialists are here to help.
The words “It all starts with a” appear on screen. To the right the words “conversation, strategy, goal, decision, journey, vision” spin over and over until it lands on the word “conversation”	It all starts with a conversation.
Two figures appear on screen, they are sitting at a desk with a speech bubble above their heads that are animating on and off to represent them talking. To the right of the screen is a red clock	You can schedule a 30-minute meeting anytime you want.
The words “how is that possible?” appears on screen. It is later replaced by the words “Expert guidance is built into your company’s retirement plan”	How is that possible? Expert guidance is built into your company’s retirement plan.
A red dartboard appears with an arrow hitting the bullseye, underneath the words “review your goals” appear. In the middle an umbrella in the sand appears with the words “When you want to retire” underneath. To the right of the screen, a hand appears with a coin hovering above it. The words “How much you need to save” appears underneath	In your meeting, we’ll start by reviewing your goals. These could be things like, when you want to retire or how much you need to save.
A page with checkboxes appears. A check is placed on each box. There is a yellow pencil to the right of the page.	And, if you’re just starting out, we’ll help you get set up.
Two figures appear on screen, they are sitting at a desk with a speech bubble above their heads that are animating on and off to represent them talking. To the right of the screen is a speedometer that is moving from left to right	We’ll also review your contribution amounts to make sure you’re saving enough to stay on track with those goals.
Two figures appear on screen, they are sitting at a desk with a speech bubble above their heads that are animating on and off to represent them talking. To the right of the screen is a bar chart with a magnifying glass hovering over it	Plus, we’ll look at your investments to determine whether your investment strategy can provide the retirement income you need.
Two people appear on screen. Above their heads is a yellow coin with a dollar sign on it.	And together, we’ll make sure you have the right people listed to inherit your savings.
The words “This is also a great time to ask questions” appears on screen. A light bulb appears to the right	This is also a great time to ask questions.
A woman appears on screen with a thought bubble above her. Inside the thought buttle there is a photo of her with a dotted line that extends to an older version of her on the beach	Anything you want to know about saving for retirement, we’re here to guide you. Retirement planning is too important to put off. So, let’s talk about how to achieve the retirement you deserve.
navy and orange Fisher\SMB logo appears on screen. There is text underneath that reads “Contact us at: (888) 322-7586 or email: contact@frs.com”	Music continues
Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Fisher Retirement Solutions™ Fisher\SMB™, FisherSMB™, and all related logos and designs are trademarks of Fisher Retirement Solutions, LLC, which is not connected to Fisher Investments. ©2025 Fisher Retirement Solutions	Music Fades out