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Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Vic Fisher Insurance, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Vic Fisher Insurance, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Vic Fisher Insurance is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Vic Fisher Insurance today to see how Financial Planning can help achieve your goals.

Our Location

Vic Fisher Insurance

2703 Jones Franklin Road, Suite 103
Cary, NC 27518
Main office: 919-851-4448

Our Providers

The Vic Fisher Agency has taken care of my family for over 25 years, whether my home or cars. I have always known I could trust them. - Steve T., Raleigh
Steve T. – Raleigh
When I moved to Raleigh, I needed an agent that could handle all of my insurance needs. Daniel at Vic Fisher was able to set up my home, cars, and business insurance to make sure I was well covered. - Eric H., Raleigh
Eric H. – Raleigh
I needed Life Insurance for my family, and was able to get what I needed at the right price. - Jorge, Cary
Jorge – Cary
Health Insurance is a huge deal for my family. So is the costs. I was able to purchase a BCBSNC family plan from Vic Fisher Insurance for considerably less than the current plan we had. The service was great as well. - Scott K., Durham
Scott K. – Durham
My business involves real estate, and I don’t have the time to try and figure everything out. The Vic Fisher Agency has helped manage my insurance and help me make informed decisions as my business grows. They seem to have my best interest in mind. -Chris C., Raleigh
Chris C. – Raleigh
I am concerned over what to do with my IRA in my retirement years. They showed me the annuity options as a real answers to my dilemna. I was shown I could still make money without risk, and provide a death benefit for my wife. - Charles C., Cary
Charles C.- Cary