Disclosures

Fisher Financial Strategies (FFS) is a Registered Investment Adviser in the Commonwealth of Massachusetts and in the State of Rhode Island and Providence Plantations. FFS is in compliance with the filing requirements imposed upon registered investment advisers by those states in which it maintains clients. This firm will only render personalized investment advice in states where we are registered or where we are otherwise excluded or exempted from registration requirements.

Fisher Financial Strategies’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional financial and investment-related information, publications, and links. This website does not constitute a complete description of our investment services. Accordingly, the publication of FFS’ web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by FFS with a prospective client shall be conducted by a representative who is either registered or who qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the firm’s registration status, please contact the state securities regulators for those states in which FFS maintains a notice filing. A copy of our current written disclosure statement discussing business operations, services, and fees is available from FFS upon request. Fisher Financial Strategies does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information linked to the FFS web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. All information contained herein should be discussed in detail with your professional financial adviser.

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Table of Fees for Services