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Legacy Planning

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner.  By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you to:

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  • Maximize your estate and income planning opportunities

  • Protect any assets in trust and ensure they are distributed to your beneficiaries probate free

  • Protect your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

Podcast - My Smart retirement Sean Fleming
Finra

Fleming Financial Services, Inc. ("FFS") is a licensed investment advisor offering advisory services in the State of Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by FFS in the rendering of personalized investment advice for compensation shall not be made without our complying with jurisdiction requirements or pursuant an applicable state exemption.

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​All written content on this site is for information purposes only.  Opinions expressed herein are solely those of FFS. unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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