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CURRENT SPOTLIGHT:

Tax-Qualified Pension Plans come in many shapes and sizes.  There are employer sponsored plans (401k, SIMPLE, 403b, SEP) and individual retirements plans (IRA, Roth IRA, Self-Directed Rollovers).

Although each has its own set of rules and allowances, the one common thread they do share is the potential to help you save for your retirement on a tax-advantaged basis.

See what might be suitable


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November 2015 marks our 30th Anniversary of serving investors nationwide.  Thank You !


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Legal Disclosure: Securities and investment advisory services offered through Girard Securities, Inc. member FINRA, SIPC. Check the background of this Investment Professional at FINRA's Broker Check. Fielder Financial Management, Ltd. not affiliated with Girard Securities, Inc. Mark Fielder, OSJ, Registered Principal. CA. Insurance Lic. # 0690576. The following forums and related discussions are not meant as legal advice. The descriptions of the investment strategies, concepts and products as represented are generalized. The information provided highlights our understanding of the current tax laws. Tax laws will and do change. Please consult with your own tax advisor. Throughout this site the navigator will find references to "variable" type products. A variable product is a security. Securities are offered by a prospectus only. For more complete information about variable annuities, mutual funds and variable life, including charges and expenses, obtain a prospectus by calling 1-800-480-7526. Read it carefully before you invest or send money. Investment return in a security is NOT guaranteed. Principal value of an investment in a security WILL fluctuate and, when redeemed, may be worth more or less than the original cost basis. These programs are NOT government-insured plans. Some products and services may not be available in all states.