BOUTIQUE
CONSULTING FIRM
Specializing in business consulting, exit strategies, risk mitigation, and retirement solutions.
PRACTICE
AREAS
RETIREMENT SOLUTIONS
Retire on your terms and have the peace of mind that you will never outlive your money.
ANNUITIES
Retiring on a fixed income doesn't have to mean living on a reduced income. Schedule your free consultation today.
BUSINESS CONTINUATION
BUY/SELL AGREEMENTS
Protect and extend the life of your business with a buy/sell agreement.
KEY PERSON INSURANCE
From stakeholders to key personnel, every business reaches a point they rely on an individual. Protect your business from sudden loss with specialized key person insurance.
BUSINESS
CONSULTING
Safeguard your business or partnership with a defined business continuation plan.
Leverage our expertise & decades of experience to take your business to the next level.
ABOUT US
Our firm was founded on three simple rules: treat people with respect, always do what's best for the client, and advise rather than sell. These core beliefs have shaped the way we have grown as a firm and built every facet of our business. Based out of Houston, Texas, we have had the pleasure of helping clients from all walks of life all across the country.
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Treat people with respect:
Being a boutique firm allows us the flexibility of working with individuals and businesses that need our help and align with our values. This structure affords us the opportunity to help individuals and businesses at all stages in their life and give them the same level of attention and service.
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Always do what's best for the client:
We believe doing what's best for the client is not only the right thing to do, it's also good business! As an independent firm, we are able to work with many of the top companies that you already know and trust and give you our completely unbiased advice based on your unique needs and situation.
Advise rather than sell:
As a financial services firm, we recognize that there is nothing more personal than your finances and we feel strongly that it is our job to educate you & advise you of your options, then act on your behalf - rather than sell you a product. As such, our firm has grown mostly through referrals, and frankly, we wouldn't have it any other way.
OUR LEADERSHIP
GARY FISH
FOUNDER, CEO
After graduating with a degree in economics, Gary went to work for Merrill Lynch as an economist. A position that would set his path in financial services for the remainder of his career. He spent more than 25 years in the corporate world, contributing to several fortune 500 companies like Kraft, MCI, and Honeywell.
After a successful career in corporate, he left to pursue his true passion in retirement planning and financial consulting. A decision that gave way to the founding of Fish Financial Group.
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As an expert in all matters of retirement planning, small business exit strategies, and wealth management, Gary splits his time between serving his clients and speaking on the importance of planning for retirement early.
Tel: 713-231-0199
Email Me
CONTACT
US
OUR ADDRESS
8765 Spring, Cypress Rd.
Suite L-225
Spring, TX 77379
Tel: 713-231-0199
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Mon-Fri: 9am to 5pm
For any general inquiries, please fill in the following contact form:
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