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

Osaic Wealth 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.