Fleming & Associates, LLC

Specialties

Fleming & Associates, LLC is a professional firm designed to assist investors and businesses in protecting their assets and standard of living.

Services provided:

* Asset Management — Structuring investment portfolios that consistently out perform the market indeces as well as the majority of mutual funds … especially during Bear Markets.

* Estate Planning — Includes assistance with living trusts and elimination of estate taxes.

* Business Benefit Packages — Includes the analysis of current benefits in order to recommend cost effective solutions.

* Retirement Planning — Best ways to invest and get money out of IRAs, rollovers and pensions. In some cases, we’ll show you how to make withdrawals tax free.

* Long Term Care — Insurance or qualification for Medicaid.

* Investment Management (fee only) — Increase and protect your income — specializing in safer dividend paying and blue chip stocks.

* Income Enhancement — With immediate annuities.

* Unique Solutions to Problems — How to have your investments keep pace with stock market while having principal guaranteed.

Meet the Business Owner

Jamie F.

Business Owner

I’m Jamie L Fleming, CFP®, Founder and CEO of Fleming & Associates, LLC. At Fleming & Associates, LLC, we not only help our clients work through the numbers, but any issues they have around money to ultimately achieve the lifestyle they want to lead.

I’m the author of Kick the Fear out of your Finances™ and a public speaker on the topic. I created this course in 2006 to give individuals and business owners the foundational knowledge necessary to create and sustain financial success while honoring your Value System. The experiential learning course solidifies your financial confidence while breaking through personal financial barriers.

With over 20+ years of experience in the financial industry, I’ve assisted 1,000’s of clients in achieving their ultimate financial success.