Stephen E. Fischer
Morgan Stanley Smith Barney
400 W. Market St. Ste. 2500 | Louisville, KY 40202
- ØAs the financial world becomes more complex and investment choices multiply, careful planning becomes ever more important to helping you achieve your financial goals. As a Financial Advisor, my role is to work with you to help you develop a plan that lays out a clear path to your goals — a plan that I develop in collaboration with you, and one that you can follow with confidence in the face of the market’s ups and downs.
- Together, we will explore a broad range of topics that are likely to influence your financial future — from your family situation to your career aspirations, from likely education expenses to the retirement you ultimately envision. What I learn will become the foundation for a financial and investment strategy based on who you are and where you want to go. Only then will I talk with you about the details of investing: how much risk makes sense, your asset allocation, and which investments are right for your portfolio.
- But that’s just the beginning. Over time I will revise your plan to reflect new aspirations and priorities, helping your plan keep pace as the markets change and your life unfolds.