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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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.