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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.


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We're women working for women.

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We promote and value diversity.

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Guiding young professionals to financial freedom.

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Critical Estate Documents

Critical Estate Documents

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The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

 

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Social Security: The Elephant in the Room

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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An Inside Look at Retirement Living

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

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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Investments

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

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should You Tap Retirement Savings to Fund College?

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