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Welcome to...
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The Premier Retirement Planning Group
Meet Us

Experience You Can Trust: 

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Customers Rave About Jim: 

​Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's ​guaranteed to last as long as you do!

Schedule a FREE Financial Consultation with Pier Financial today!

Click below to schedule a meeting with Jim today! You'll be directed to Jim's Calendly page where you can find a time that works for you directly on his calendar. 
Schedule Now
 

Meet Jim Fish


Jim Fish
Founder/President, Federal Retirement Consultant
For over fifteen years, Jim has been assisting clients with their tax, financial, and estate planning goals.  He works closely with individuals and families during various stages in life to understand their goals, and provides tailor made solutions.  Jim is known by his clients and friends to be detail orientated with a focus on providing outstanding personal service.

Jim experienced firsthand how detrimental a family can be without a sound financial solution and planning.  After the sudden passing of his father in his mid-sixties, Jim and his brother were left to figure out the future of the family tax and accounting practice.  Without a sound financial plan in place, Jim and his brother were forced to sell the business.  Knowing how no one can shield themselves from this life changing event, Jim realized the importance and the intricacies of taxes, financial and estate planning.  After working for several Fortune 500 financial firms, Jim realized the importance of having a well-suited financial plan and trying to fit clients into limited financial products is not a well-rounded solution.  The idea of starting his own firm and having the flexibility to provide tailor made solutions for his clients incubated for many years and ultimately, Pier Financial Group is formed. Pier Financial Group is an accumulation of key financial knowledge built on Jim’s years of experiences in various financial institutions.
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Aside from reading and keeping up with all things related to finances, in his free time Jim enjoys spending time with his wife and children. He also enjoys traveling, barbequing, trying out different bourbons, and watching the Dodgers at Chavez Ravine.
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Get a FREE copy of Jim's book

The Informed Fed: A Survival guide to Federal Employee Benefits

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Registration Form

Please fill in the form below.

 
Our Services
What We Do For Clients
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Retirement Income
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Tax Planning & Preparation
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Federal Employee Benefits

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Extended Care Solutions
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Asset Protection
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Family Legacy Planning

how can we help you?
 

Pier Financial in the Media

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Safe Space Podcast

Jim was invited on the Safe Space Podcast to talk about the best ways to navigate retirement. Listen here: 
Listen Now
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Understanding Long-Term Care

In this article, Jim discusses how you can use annuities to ensure access to long-term care throughout retirement. 
Learn about Annuities
Key Retirement Milestones
Understanding the milestones you can take advantage of in retirement is a great start to planning for retirement.  
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Registration Form

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We Love To Meet New People!
Contact Us

schedule a time on my calendar
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EMAIL
jim@pierfinancialgroup.com
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CALL US
(909) 477-1686

Registration Form

Please fill in the form below.

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Call: (909) 477-1686
​Email: jim@pierfinancialgroup.com

The information provided herein is the exclusive property of Pier Financial Group. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. 
© 2020. Pier Financial Group.
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