Managing Your E-mail Subscriptions

Managing Your E-mail Subscriptions

Managing your E-mail subscriptions (your general 'areas of interest') allows us to communicate with you more effectively. Let's face it, no one likes to receive emails or information that we have no interest in! For example, you might have an ongoing or general interest in IRA Investing, Executive Benefit Plans, Estate Planning, Tax Law, College Funding, etc, etc

Whatever those areas may be, we want to know! That way, we can deliver pertinent information to you and not waste your time or ours.

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

Start Managing your E-mail Subscriptions now:

 Name:		  
 Address:    	
 City:       	
 State:		
 Zip Code:   	
 Email:      	
 Are you an Investment Advisor?

 Please check the appropriate box(es) below for the 'subscription'
 or subjects that interests you most.  E-mail 'subscriptions' are
 free of charge, periodic and designed to keep you informed.

 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 Pension Plans (Traditional 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 (401k, 403b, SEP)
 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)

 Please list any additional areas of interest:

Securities are offered through Girard Securities, Inc. member FINRA, SIPC.
Mark R. Fielder, Registered Principal. CA. Insurance Lic. # 0690576