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.
Newsletters
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Accumulation
Estimate the future value of your current savings.