Broker Check

Our Services

Financial Planning Services

At Fiser Group, we help you determine long and short term financial goals both professionally and personally. We develop and implement a customized financial plan that provides guidance in all areas including;

  • IRA Planning
  • College Funding Advice & Strategies
  • Insurance Needs Analysis
  • Trust & Estate Planning
  • Pension Plan Analysis
  • Charitable Giving Strategies
  • Employee Benefit Planning
  • Investment Analysis
  • Goal Development
  • Retirement Planning
  • Portfolio and Asset Allocation

Tax and Accounting Services

At Fiser Group, we take pride in being able to offer proactive tax planning for high net worth individuals. By staying on the cutting edge with numerous tax law changes each year, we tailor each of our clients tax plan from start to finish to allow for the most advantageous tax rates. We work with all types of individuals and small businesses. We provide the following services:

  • Monthly/Quarterly Financial Statements
  • Proactive Business Tax Planning including
  • Year-end planning to develop strategies for lowering taxes
  • Proactive Individual Tax Planning including
  • Retirement plan options to save taxes and cash flow
  • Structuring transactions to save money and taxes
  • Business Tax Preparation
  • Individual Tax Preparation
  • Consulting
  • Business Valuation Services
  • Mergers and Acquisitions
  • Owner Compensation Planning

Practice Management

Fiser Group assists physicians in meeting their practice and personal income goals. We meet with the physicians and key management staff to understand your current challenges and obstacles. Then drawing on our internal knowledge and years of experience, we develop solutions and also an implementation plan. Unlike other consultants, we don't just hand you a report that tells you what to do and then ride off into the sunset. One of Fiser Group's strengths is implementation. We will stay on site and fully assist in implementing all recommendations, and we are available to stay connected with the practice on an annual maintenance program.

Our services include:

  • Management Support
  • Fee Schedule Analysis
  • Reimbursement Analysis
  • Billing Cycle Review
  • Production Reports and Comparisons
  • Physician Compensation Structures
  • Buy-Sell Agreements
  • Practice Survey
  • Practice Mergers
  • Practice Dissolutions
  • New Practice Set-up
  • Contract Negotiations
  • Personnel Manual and Policies
  • Medical Chart Audits
  • Office Building Partnerships

Property & Casualty Insurance

Fiser Group is an Independent Insurance Agency, specializing in coverage for personal home and automobile insurance. We represent many carriers, so we can offer the best premiums with the coverage's that are needed to protect your financial security goals.

We provide a no obligation insurance review and will answer any questions or concerns you might have with protecting your homes, automobiles and personal liability.

Our goal is to provide you with the protection you expect and level of service you deserve.

We can assist with coverage for:

  • Homes, Primary & Secondary
  • Automobiles
  • Motorcycles
  • Boats
  • Rental properties
  • Excess Personal Liability

*Cetera Advisors LLC does not offer tax or legal advice. All tax, billing, and practice management services are offered through Fiser Group.*