Fielder Financial

Modified Endowment Plans Thousands of No-Load Mutual Funds 800 Number Access
Your Modified Endowment, profit sharing or other qualified retirement plan should be administered by the pension professionals at Fielder Financial, located in Glendale Ca. Utilizing state of the art pension administration software and providing clients with the highest level of service; Retirement Alliance offers direct links to Charles Schwab & Co., Inc. and Fidelity Investment Advisory Group. Our Modified Endowment and pension clients are offered a wide variety of no-load mutual funds and even permitted to have their own brokerage accounts under Modified Endowment and profit sharing plans.

Modified Endowment participants have access 24 hours a day to our Voice Response Unit which allows clients direct access to their Modified Endowment account balances. Retirement Alliance designs, administers and communicates the Modified Endowment plans and other retirement programs to the employees using innovative and effective communication programs.

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Fielder Financial


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