Rob Fleming - Voya Financial Advisors, Inc.

My name is Rob Fleming and I am a Financial Advisor with a Financial Planning practice serving the greater Tampa Bay area including Westchase, Oldsmar, Palm Harbor, Safety Harbor, Clearwater, and Tampa.

My role is to help you design a plan to meet your financial needs. Whether you are looking for growth of principal, tax-favored investing, retirement income, or a review of your current portfolio, I can make it easier to plan your financial future.

I have been helping individuals and small business owners in the areas of retirement, investments, and strategic planning. As a Financial Advisor, I have been able to help my clients with financial services and advice to fit  their needs.

Feel free to contact my office to schedule a meeting. The initial consultation is complimentary where we will discuss your current financial situation, your needs and goals for the future, and how we can work together going forward.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.

Estate Taxes: Should a Trust Own Your Life Insurance?

An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

Reviewing Business Structure in Light of Tax Changes

A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

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