Steve Fisher CLU®, ChFC®, CFP® - Virginia Asset Management
Steve Fisher is a partner with Virginia Asset Management. For 30+ years he has helped business owners develop efficient succession planning strategies that align with their personal financial goals. He works closely with business owners on creating sound personal financial strategies and utilizing their business as a tool to accomplish those goals in a most tax efficient manner. Steve also assists business owners and partners with qualified retirement plans, employee benefits, and executive compensation strategies for key employees.
Steve received his Bachelor of Science in Business Administration from the University of Richmond. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter®, and a Chartered Financial Consultant®.
Optional consultation
If you have any questions personal to your specific business, you may arrange a private meeting after the course is complete. This no-obligation consultation is complimentary for class attendees and is
not required.
An estimated value report can be provided. This is an estimated value of your business that can be used for buy-sell strategies, exit and transition strategies, estate planning and retirement analysis.
Please Note: The estimated value report shall not be used for any purpose with state and/or federal taxing or other authorities. It is not to be used to establish that a value is intended to be legally exact and/or having a binding legal effect or to determine adequate (as opposed to minimum) levels of life or business insurance coverage. The estimated valuation is not to be relied upon for purposes of the sale of Client's business, calculating estate or gift tax obligations, calculating Income tax obligations and other taxes or any other purpose requiring a precise or definitive valuation.
