SIGN UP BELOW TO RSVP TODAY

YOU'RE CORDIALLY INVITED TO ATTEND

SMART COUPLES, SMART RETIREMENT

AN EXCLUSIVE DINNER EVENT

Based on the concepts discussed in the #1 bestselling book, Smart Couples Finish Rich®, by 10-time New York Times bestselling author, David Bach.

Fleming Financial Services cordially invites you and your guest approaching or already in retirement to attend a no-obligation educational retirement and insurance sales presentation. We will clearly present valuable information that may help increase your income, reduce your risk, lower taxes and help put you on the path toward a well-planned retirement.

  • How smart couples work as a “team” on their retirement goals

  • The new 2017 tax rules and how to “catch up” over age 50

  • What your not being told about your IRA account and need to know

  • What to do with “dormant” retirement accounts from previous employers

  • How to ensure your values are aligned with your money as a couple

Nancy Fleming

Fleming Financial Services

(480) 632-8770

  • Five key financial decisions every couple needs to make

  • How to find out NOW if your retirement income will last as long as you’ll need it

  • How to prepare for future market corrections before they happen

  • Why believe it or not, many retirees may actually be wise to take Social Security early

Nancy began her career at a large brokerage firm, but created her own firm. “I found it a conflict of interest to want to work in the best interests of my clients while my employer was requiring me to do and consider what was best for the company.” It took much effort to branch out on her own. She did it so she could better serve the needs of her clients on an independent basis.

“Helping people plan for a secure retirement is my crusade in life,” she says. “I want to provide a ‘safe haven’ where people feel they can come and talk to me because I take the time to listen and help them understand their options.”

Nancy is the host of radio show and podcast "My Smart Retirement". Her show won the “2016 Listeners Choice Award” for a favorite local weekend show. She has also contributed articles as a Contributing Columnist for Kiplinger online. In addition, she has been named a “Five Star Wealth Manager,” is listed in the September 2017 Phoenix Magazine, as well as Forbes Magazine.

Visit

4702 E Southern Ave., 

Mesa, AZ 85206

Call

T: (480) 632-8770

 F: (480) 393-1779 

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.

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.