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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

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.

Prepare Your Finances for the Next Emergency

The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.

Watch Out for These Financial Pitfalls in the New Year

Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.

Money Market Funds in a Low Rate Environment

Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.

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