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

Lifetime Earnings

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

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

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Newsletters

Stay-at-Home Spouse? Consider a Spousal IRA

Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.

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.

Consider Market Caps for Diversification

2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.

HOT TOPIC: The Bull Is Back... Will It Keep Charging?

The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?

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