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
-
Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Calculators
-
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.
-
Car Affordability
How much can you afford to pay for a car?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.