Services

We serve individuals and businesses in all areas of financial management, including:

Retirement Planning: When do you expect to retire? We help make the most of your employer-sponsored retirement plans and IRAs and determine how much you need to retire comfortably.

Education Funding: Do you have enough for your children? We recommend investment and accumulation strategies to help you pay for your children’s education.

Investment Planning: Is your portfolio adequately diversified? We determine your asset allocation needs and help you understand your risk tolerance.

Estate Planning: Are your family members cared for, should something happen to you? We review your wills and trusts and help preserve your estate for your intended heirs.

Risk Management: Have you considered asset protection? We review existing insurance policies and recommend policy changes when appropriate.

Medicare Planning:  If you are turning 65 or have qualified for Medicare prior to 65 via Social Security Disability benefits, it's critical to know your options and select the appropriate plan.  We can help you navigate through this confusing topic.

Life Insurance: Life Insurance is not one size fits all.  It is important to find the solution that best fits your individual needs and budget.

We are not in the business of giving legal advice. While we believe our sources to be reliable, you should consult your own legal counsel as it relates to your particular estate or will situation.

Contact Fletcher Financial today and let’s get started.