•Personal Financial Planning- Your financial plan is more than just a road map that tells you how to get from where you are today to where you want to be tomorrow. And developing your individual plan isn’t just a one-time event. It’s an ongoing process where we help you discover, define and refine your goals and dreams. Click here to learn more.
•Asset Management – Structuring investment portfolios that are consistent with each client’s risk tolerance and goals.
• Estate Planning – Includes assistance with living trusts and elimination of estate taxes.
• Business Benefit Packages – Includes the analysis of current benefits in order to recommend cost effective solutions.
• Retirement Planning – Best ways to analyze options to invest and distribute money from IRAs, rollovers, pensions and other investment vehicles.
• Long Term Care – Review various insurance options to best suit your individual and family needs.
• Income Enhancement – Utilize a variety of insurance-based products and investment vehicles to help guarantee lifetime income.
Unique Solutions to Problems
Many investors can better organize their financial affairs when they know about the solutions available beyond what they are told by their stockbrokers, insurance agents, ‘financial advisors’ and lawyers. Fleming & Associates, LLC first educates investors about their alternatives and then assists them in implementing the proper solutions.
Investment Advisory services offered through Fleming & Associates, LLC; a state Registered Investment Advisor. Fleming & Associates, LLC and Kick the Fear out of your Finances (KTFOOYF) are independent of one another. CA Insurance license number 0B42473.