Our Financial Planning Process first begins with a no cost and no obligation consultation to determine your personal goals and needs. After an in-depth analysis of your current situation, we provide you with the appropriate strategies and assist you with the implementation of a solid and successful plan. We firmly believe this is just the beginning of the financial planning process and commit...
We provide financial planning for physicians, professionals, business owners, executives, and retirees. At Fleck Financial, we believe honesty and integrity will develop the trust to build a lifelong relationship with our clients. We are committed to providing you the service you want and deserve from a financial adviser.
Our mission is to assist you in protecting yourself, your family, and...
Fleck Financial is an independent financial services organization that can provide fee-based and commission-based services depending on your needs and preferences.Being independent allows us to offer the best investment vehicles and insurance products to reach your desired results. The Financial Planning Process first begins with a no cost and no obligation consultation to determine your...