My name is Rob Fleming and I am a Financial Advisor with a Financial Services 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 help 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 help 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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Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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Going Green: A Fast-Growing Corner of the Global Bond Market
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
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Is Your Business Eligible for the Research and Development Tax Credit?
U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.