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Managing your Financial Interests allows us to communicate with you more effectively and provide information that is timely.

Let's face it, no one likes to receive emails that are of no interest.  For example, you might have an ongoing or general interest in IRA Investing, Executive Benefit Plans, Estate Planning, Tax Laws, College Funding, etc., etc.

By selecting any of the Financial Interests below, you will be assured of receiving timely electronic communiqués on the areas that interest only you. 

 

 

Manage Your Interests Below:  
  
 Name:		  
 Address:    	
 City:       	
 State:		
 Zip Code:   	
 Email:      	
 Confirm Email:	
 
 I'm interested in the following areas:

 529 College Funding Plans
 Annuities (deferred or immediate)
 Buy-Sell Agreements (for business-owners & partners)
 Charitable Gifting Strategies 
 Employer-Sponsored Retirement Plans (401k, 403b, SEP, SIMPLE)
 Exchange-traded funds (ETFs)
 Executive Benefit Plans (for highly-valued executives)
 Fixed Income Strategies
 Family Gifting Strategies
 Individual Retirement Plans (IRA's, Roth IRA's, Keogh)
 IRA Rollovers / Transfers
 Life Insurance (death benefit driven)
 Life Insurance (investment driven)
 Long Term Care Coverage
 Mutual Funds
 Municipal Bonds
 Natural Resources
 Pension Plans (SEP, SIMPLE, 401k, 403b)
 Portfolio Analysis & Optimization
 Private Pension Funding
 Real Estate Investment Trusts
 Self-Employed 401(k)'s
 Socially-Responsible Investing
 Tax Credits
 Wealth Transfer & Estate Preservation (estates over $5 million)
 Unsubscribe: Email address required: 
 Please list any additional areas of interest:
 

   

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Copyright © 1998 Fielder Financial Management, LTD.
All Rights Reserved.

Securities and investment advisory services offered through Girard Securities, Inc. member FINRA, SIPC.
Fielder Financial Management, Ltd. not affiliated with Girard Securities, Inc.  Mark Fielder, OSJ, Registered Principal. CA. Insurance Lic. # 0690576.