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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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.