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Pension Plans
Roth's, IRA's, 401k's, 403b's, SEP's, SIMPLE.
It's not too late to make your 2010 IRA & Roth IRA contributions.

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Tax-Free Growth, Tax- Free Income, Tax-Free Transfer

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Variable, Fixed, Income & Equity-Linked

Special Report
The Benefits of Dollar Cost Averaging

College Funding
529 Plans & Strategies, College Calculator

Life Insurances
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Why Investors choose
Mutual Funds

Estate Planning
Estates above $2 million, Calculator & Quotes

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Financial Analysis
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CURRENT SPOTLIGHT:

2011 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.

Learn more & see what might be suitable for your situation


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November 2010 marks our 25th Anniversary of serving investors nationwide.  Thank You !


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Fixed Annuities

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529 Plans

College Funding with Tax Advantages - High contribution limits

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


Legal Disclosure: Securities are offered through Girard Securities, Inc. member FINRA, SIPC, Mark R. 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.