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May 27, 2012 @ 08:10 AM

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Fisher Financial Group

Helping You Build Your Future

Retirement Planning Specialist

 

My name is Karl Fisher. Welcome to my website. As an AXA Advisors financial professional I am dedicated to helping individuals and business owners reach their financial goals through a comprehensive financial planning process. I focus on retirement and investment planning and routinely conduct seminars in these areas.

To stay on top of my field and develop my professional skills over my thirteen-year career, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

 

  • CERTIFIED FINANCIAL PLANNER™, (CFP®)
  • Chartered Financial Consultant (ChFC)
  • FINRA Registrations: Series 6,7,63 and 65

My academic achievements include:

  • BS in Accounting from The Pennsylvania State University
  • MBA in Financial Management from Drexel University
  • Wharton Certificate in Retirement Planning

Maintaining a strong sense of community and solid professional foundation are important to me. My community activities and professional affiliations
include:

  • Medford Township Soccer Coach 
  • Medford Township Baseball Coach 
  • Financial Planning Association 
  • Society of Financial Service Professionals

My wife Beth and I live in Medford, NJ with our three children Kyle, Marta, and Tyler. Thank you for visiting. I hope to speak with you soon.

To view video:

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Newsletters

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

More Newsletters →

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Contact Info

Phone: 866-582-4227

karl.fisher @axa-advisors.com

Local Office | Branch Office


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