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Tyler Fisher

Planning Analyst

Quad Cities

My focus in life is assisting others while striving to be a hard-working, motivated financial professional. I am constantly learning and improving my skill sets to help meet the needs of our clients. I excel in detailed research of financial matters, both on macro and micro levels, and enjoy taking on complex challenges. The detailed analytics of financial problems sparked my interest in financial planning while in college. I joined The Planning Center in 2015 immediately following my graduation. I am currently studying for my Series 65 license and will work to attain my CFP® certification immediately thereafter.

“Planning is bringing the future into the present so that you can do something about it now.”

I make an effort to get out and golf as much as possible in my free time. When the opportunity presents itself, I am always looking to increase my sports memorabilia collection. In addition, I like to try new local restaurants in the area whenever I can.

Credentials

Affiliations: Fee-Only Planning

Education: BS in Finance, minor in Financial Planning from Illinois State University 2015

Memberships: 

  • Financial Planning Association (FPA)
  • Young Professionals of the Quad Cities
  • Delta Sigma Pi Iota Chi Chapter Alumni Member at Illinois State University
  • Illinois State Students in Finance at Illinois State University

My life’s biggest milestone:
Graduating from Illinois State University with a Bachelor’s degree

My investment philosophy in action:
Retirement is meant to be a planned process over a lifetime. Stay the course and be prudent in making financial decisions to achieve the outcome you desire.

Who inspires me:
Michael Jordan is an inspiration to not only be the best at what you do in life, but to make sound financial decisions that can improve marketability and net worth.

My Greatest Extravagance (under $100):
A round of golf with my best friends

Most effective savings tip:
Saving early in life is the key to building a solid financial picture and essential in establishing a foundation for proper savings habits.

Favorite destination:
Barbados

 

 

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

50
Year Vision

Forward Looking

We make decisions with future generations in mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Independent

Objectivity

We listen and keep an open mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

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