Fleming Financial Services offers full retirement planning solutions. A plan with us includes in depth analysis of your current financial life, as well as a plan designed specifically designed for you: based on your goals, your objectives, and your needs. It is your personal financial road map, and it covers important items that may affect your financial security.
Your 5 Step Road Map will provide you with tax reduction strategies, it will stress test your current investments looking for unnecessary risks that you may not be aware of, provide simple to implement asset protection and tax reduction strategies, and most importantly provide you with our investment recommendations to help you get and keep your finances on track.
We provide you clearly communicated, written guidance, and investment advice that is always in your best interest. We are Fiduciaries and we take the responsibility seriously.
No two plans are the same, and we will take the time to get to know you and understand exactly what you want. Every plan that we have in place is personalized specifically to you and your situation. Don't be fooled by advisers that have limited resources.
Take a look at the services in each of the 5 Steps of the Retirement Road Map :