Nancy Fleming, CFP®, Investment Adviser
President, Fleming Financial Services
Nancy Fleming, CFP®, is the president of Fleming Financial Services, based in Gilbert, Arizona. She is an Investment Adviser Representative and licensed insurance professional. Her goal is to give clients clarity and confidence about their financial futures. It's something she wanted 25 years ago as a single parent struggling to ensure her young family's survival. She didn't have time to work, raise a family and pursue her passion of financial research, so she made her passion her career and became a Certified Financial Planner.
Phone: 480.632.8770
Fax: 480.393.1779
Website: www.flemingfinancialservices.com/
info@flemingfinancialservices.com
Social Security Truth or Consequences
retirement
Social Security Truth or Consequences
How well do you know Social Security rules and claiming strategies? Test yourself by analyzing some specific scenarios.
October 15, 2018
How the 401(k)-IRA Rollover Thought Process Works
retirement
How the 401(k)-IRA Rollover Thought Process Works
Every decision has a consequence. From RMDs and taxes to passing on an inheritance, go step by step to make an informed choice.
November 8, 2017
A Good Game Plan on Roth IRAs Can Take the Bite Out of Tax Day
retirement
A Good Game Plan on Roth IRAs Can Take the Bite Out of Tax Day
Tax considerations for Roth IRAs vs. traditional IRAs: Here's what investors need to know.
May 18, 2017
3 Moves to Make in Your Retirement Accounts Before the Year Ends
retirement
3 Moves to Make in Your Retirement Accounts Before the Year Ends
Consider checking these action items off of your year-end to-do list to reduce taxes and increase your retirement savings.
November 4, 2016