Our Mission

At Fischer Agency, our mission is to provide customers with the best comprehensive financial knowledge possible. Our values are placed in giving customers the necessary tools required to build a secure financial future.

From retirement, to life insurance, and wealth management, we are here to guide you in applying the best financial practices possible.

Our specialty is in advising retirement stategies and life insurance solutions to help you prosper financially. With personal support and clear guidance, you are more than welcome to have our help in creating a prosperous financial future for you.

Financial Services

Financial Education: Financial education is about learning how money works so you can make confident, informed decisions. It covers topics like budgeting, saving, investing, and managing debt. With the right knowledge, you can create a plan to grow and protect your wealth over time.

Life Insurance: Life insurance is a financial safety net for your loved ones if something happens to you. It provides a lump-sum payment, called a death benefit, to help cover expenses like living costs, debts, or education. This ensures your family’s financial stability during a difficult time.

Indexed Universal Life: Indexed Universal Life insurance is a type of life insurance that offers both a death benefit and cash value growth tied to a market index. It allows for flexible premiums and potential for higher returns than traditional policies, without directly investing in the stock market. This can provide protection, growth, and access to funds during your lifetime.

Financial Review: A financial review is a detailed look at your current financial situation, including income, expenses, savings, and investments. It helps identify strengths, gaps, and opportunities to improve your financial health. From there, we can create a personalized plan to meet your short- and long-term goals.

Professional Certifications

David Fischer a licensed life insurance agent authorized in multiple states, specializing in life insurance and retirement planning. His focus is on providing transparent, education-based guidance tailored to each client’s needs.

National Producer Number (NPN): 21472787

Our Product Carriers

We work with numerous top-rated insurance carriers to provide you with the best options for your needs.

Book A Free Session

Book a free session with us using Calendly (Click Me)

Book a free 60-minute Zoom call to learn about Mortgage Protection, Final Expense, Baby IULs, College Funds, Debt-Free Life & Biz Strategies.

Contact: davidfischer.agency@gmail.com

Our Process

  1. Initial Consultation
    We will discuss your current situation, goals, and concerns.

  2. Financial Education
    We will present to you academic information regarding the best financial and saving practices.

  3. Personalized Analysis
    We will analyze your needs and research the best options for you.

  4. Recommendations and Implementation
    We will present tailored solutions and help you implement them.

  5. Ongoing Support
    We will provide continued service and regular reviews of your plan.