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The Retirement Planning
Process

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 it covers important items that may affect your financial security. 

Sit down with us during an introductory meeting so we can get to know what your ideal retirement looks like.

Using the Fleming Financial Planning process, we’ll examine your current financial situation, analyze your risk, identify opportunities and formulate a long-term strategy.

Enjoy your retirement once we implement your custom strategy to help you reach your retirement goals.

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Your plan 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.

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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