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Michael Fischer

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Professional Profile

About me (self-reported)

My area of expertise has expanded over the last several years. In addition to helping clients with retirement planning, I am now helping clients in the area of Legacy/Estate planning. Focusing not only on transferring wealth efficiently but by also fulfilling the client's principals, values, and beliefs to the next generation.

Office Location Client 1st Financial LLC
915 Nursery St
Fogelsville, PA 18051

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My Expertise Philanthropic & Estate Planning, Retirement Income Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Life Insurance & Risk Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Minimum Assets $500,000 - $749,999 Minimum Income $150K - $199,999 Languages Spoken (self-reported) English

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