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 your business from unexpected events and help you achieve your financial goals. We can help you with retirement planning, college savings, or estate planning by providing you with the best personalized attention to meet your goals, needs, and objectives.
We provide financial planning for physicians, professionals, business owners, executives, and retirees. Fleck Financial is an independent financial services organization that can provide fee-based and commission-based services depending on your needs and preferences. IRA Rollovers, 401k Rollovers, 529 College Savings, Education Savings Accounts, Disability Insurance, Life Insurance, Long Term Care Insurance, Retirement Income Planning, Institutional Managed Accounts, Mutual Funds, Variable Annuities, Fixed Annuities, Registered Investment Adviser, Wealth Management, Stocks, Bonds, Asset Allocation, Insurance Evaluation.
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