Services

At TD Fischer LLC, we provide assistance in the following areas:

Investments

  • 529 Educational Savings Plans
  • Bonds
  • Brokerage Accounts
  • Common Stock
  • Educational IRA
  • Exchange Traded Funds (ETF)
  • Fixed Annuity
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Single Premium Immediate Annuity (SPIA)
  • Strategic/Tactical Asset Management
  • Traditional IRA
  • Variable Annuity

Financial Planning

  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Distribution and Income Planning
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement Plans
  • Tax Planning Strategies
  • Wealth Preservation

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning Strategies

  • Income, Gift and Estate Tax Returns
  • Individual Tax Preparation and Planning
  • Relocation Tax Issues
  • State Tax Return Preparation
  • Tax Return Preparation

Please Note

Securities offered through Securities America, Inc.  A Registered Broker/Dealer, member FINRA/SIPC., Thomas Fischer Representative. Advisory services offered through Securities America Advisors, Inc., TD Fischer, LLC. and Securities America are separate entities.

Securities America and its Representatives do not offer tax or legal advice.  Please consult a qualified professional for tax advice or legal counsel for specific to your situation.


OUR PRINCIPLE

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.