About Us
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Jim Fish
Founder/President, Federal Retirement Cosultant 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. 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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Our Services
What We Do For Clients
What We Do For Clients
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Federal Employee Benefits
We work with federal employees to help them understand and maximize their benefits and retirement income.
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Tax Planning & Preparation
Providing families and individuals with year-round tax planning and preparation services. We stay current on the most recent tax laws and legislation, and look to identify all possible ways to minimize current and future tax liabilities, as well as ways to maximize your family's pre- and post-tax income.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
We Love To Meet New People!
Contact Us
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