Broker Check
 
Live an Empowered Life An Experience Tailored for You A Dependable Financial Partner Understanding

Own Your Financial Future

At Fish and Associates our goals are not just about ROI (return on investment) but a Return on Life. This concept enables us to help you take charge of your financial future by answering the question, “Are you using your money in a way that is improving your life?” Over the years we have developed a reputation in Memphis for being a firm where your experience as a client is our top priority. You’ll never be just an account number. Your individuality is something to be celebrated, and you’ll feel the difference the moment you walk in the door. We believe that every client has the potential to be a wealth-creator and take charge of their future. As a woman-owned and operated firm, we have a distinct capability to understand and serve the financial needs of women, and we also have a passion for addressing the financial planning needs of the LGBT community. We encourage you to actively engage in the process of planning and securing your financial future.

Learn More
Call Out Box One Call Out Box One

We're women working for women.

Learn More
 
Call Out Box Two

We promote and value diversity.

Learn More
 
Call Out Box Three

Guiding young professionals to financial freedom.

Learn More
 

Helpful Content

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow