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.
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

Early Retirement and Your Tax-Deferred Savings

Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact

Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.

HOT TOPIC: The Shape of Economic Recovery

This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.

Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.

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