Thomas D. Fischer is a CERTIFIED FINANCIAL PLANNER™ with Securities America, Inc. As a planner for individual clients, Mr. Fischer specializes in wealth management and retirement income strategies.
Patricia A. McConnell, Mr. Fischer’s partner since 2005, specializes in goal-oriented financial planning with a focus on employees of not-for-profit institutions. In 2006, Pat began offering tax preparation services to clients of the firm.
In 1985, our office opened in the Downtown Louisville Financial District at the corner of Fifth Street and Muhammad Ali Boulevard. After 28 years in the same location, effective December 1, 2013, we moved to the NuLu District at the corner of East Main and Campbell Streets on the first floor of Soho Lofts.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about pursuing your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to working towards your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (800) 346-7526.