John Shickich

Estate Planning Professional @Fisher Investments

Camas, WA, US

Estate Planning Professional | Fisher InvestmentsAs an Estate Planning Professional at Fisher Investments, I provide specialized expertise to clients seeking comprehensive and strategic estate planning solutions. My role is centered on delivering clarity, confidence, and long-term value for high-net-worth individuals and families.Key Areas of Focus:Strategic Estate PlanningGuide clients through every step of the estate planning process, ensuring their wealth is managed efficiently and transferred according to their wishes.Educate clients on essential estate planning concepts and best practices.Personalized Client ConsultationConduct in-depth consultations to uncover each client’s unique financial goals, family dynamics, and planning priorities.Tailor estate plans to address specific needs, including wealth transfer, charitable giving, and special considerations for complex family structures.State and Federal Estate Tax AdvisoryOffer expert guidance on estate and gift taxation to help clients minimize tax liabilities and preserve family wealth.Present complex taxation concepts in an accessible way, empowering clients to make informed decisions.Relationship ManagementBuild and maintain strong, trust-based relationships with clients through attentive service and highly personalized strategies.Serve as a dedicated point of contact, ensuring ongoing support as clients’ goals and circumstances evolve.Driven by a commitment to excellence and client satisfaction, I strive to provide peace of mind by ensuring that each estate plan is current, compliant, and aligned with individual objectives. My approach integrates technical knowledge with a genuine care for client well-being, helping clients protect their legacy and achieve their long-term financial goals.

Nyenrode Business University

Int'l Diploma

University of Oregon School of Law

J.D.

University of Puget Sound

BA