Become a Client

Fleming Wealth Strategies welcomes the opportunity to meet with individuals so that we may be a sounding board for all of their financial planning needs. We offer an initial complimentary 90 minute consultation to see if our firm is a good fit for your particular situation. During this initial meeting we will perform an in depth analysis on items such as your investments, life insurance, disability insurance, charitable giving, long term care, retirement and business planning, tax planning, and we can also review your existing estate plan and titling of accounts to make sure it coordinates with your wishes.

When working with our firm, we are committed to educate, inform and empower our clients by making it our goal to deliver the most accurate and timely financial planning information available and also providing the highest quality of products and services..

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