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Fish and Associates

Dynamic Process

Financial Planning is a Process

dynamic financial planningEvery person, family, business, and situation is different. That’s why we take the time to gain a deep understanding of your current needs and goals for the future before helping you develop a comprehensive plan to fit your unique circumstances.

We want you to understand and feel comfortable with every aspect of your plan. That requires trust. We aim to earn your trust by providing personalized service, knowing your finances are being watched over by people who truly care about your welfare.

meeting with financial advisorFinancial situations and goals may change over time, and any plan needs to be flexible to meet those changes. We monitor your portfolio on an ongoing basis, making adjustments when necessary to help ensure your plan works with your interest in mind.

We understand the importance of distribution planning and specialize in providing strategies designed to help ensure that you will not outlive your money.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fish and Associates. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS compliance Department at 512-697-6000.

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FISH AND ASSOCIATES 633 Oakleaf Office Lane, Memphis ,TN 38117
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