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.
Newsletters
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.