Please Note

Securities offered through Securities America, Inc.  A Registered Broker/Dealer, member FINRA/SIPC., Thomas Fischer and Patricia McConnell Representatives. Advisory services offered through Securities America Advisors, Inc., TD Fischer, LLC. and Securities America are separate entities. Tax Planning Services offered through Patricia McConnell.

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.

 

 

 

 

 

 

 

 

 

 

 

 

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

 

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.

 

Securities offered through Securities America, Inc.
Securities offered through Securities America, Inc., a registered broker/dealer. Member FINRA & SIPC.

Thomas Fischer and Patricia McConnell Representatives. Advisory services offered through Securities America Advisors, Inc., TD Fischer, LLC. and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

830 East Main Street, Suite 105, Louisville, KY  40206
Phone: (800) 346-7526 Phone: (502) 569-2745
Fax: (502) 569-2746

Email: tom.fischer@securitiesamerica.com