CompleteMarkets
At Fleming Financial Services, Inc., our role is to assist our clients in defining and realizing their financial objectives and goals. We work with our clients to implement personalized plans designed for their unique situations. Our areas of concentration are: Retirement planning, Estate and Wealth Transfer strategies, and Business Continuation planning. We emphasize the importance of conducting our business with integrity and professionalism. As a member of PartnersFinancial, an independent national financial services company, we are able to provide access to sophisticated resources for the benefit of our clients. Some of the professionals with our firm are currently registered to conduct business through NFP Securities, Inc. With those additional resources in place, we help facilitate the complex corporate and personal financial decisions our clients must make.
We Americans love our independence – in all things!
usa-freedomWhether it’s a choice of cars, menu selections, elected officials, or school district, the choices go on and on.  No one likes to be told what they ‘must do’ or to have their selections limited.  And that’s certainly led to a proliferation of products in any and every area.  Thirty years ago, who would have thought of a Cadillac pick-up truck – or talking to someone by phone without a cord??  We have found the same thing in our industry.  When someone becomes a financial advisor, there are many, many licensing requirements and areas of knowledge required before we can ‘advise.’ But in many cases, the advisor is limited to the products offered by the company for whom he or she works.  That very often narrows choices a great deal – limiting that independence so many of us treasure. Tom Joseph at Fleming Financial Services, affiliated with National Financial Partners, is not limited – the full scope of products available to the market is available to me and hence to you. If you’d like to review and discuss what you have or may want to have in your retirement planning portfolio, I’d be happy to do so – with no pressure.