We Make Business Finance and Personal Finance Compatible
Business success and personal prosperity should go hand-in-hand.
We help make sure it does.
We Make Business Finance and Personal Finance Compatible
Business success and personal prosperity should go hand-in-hand. We help make sure it does.
If you’ve ever felt like you work so hard for the money but your personal checking account and retirement savings don’t show it, don’t despair. Money is easy to fix when you know the right steps to take.
At Fleming & Associates, LLC, we take a deep dive into both your business and personal finances so that you can truly experience the financial success that can come from your entrepreneurial bravery. Being completely in charge of your income is a tremendous responsibility. Let’s make sure all your efforts translate into the financial freedom we all know is possible.
Our services are designed to support your complete financial well-being.
Simply click on each service to learn more.
Financial Coaching
Financial Coaching
Get the guidance and accountability you’ve been craving in your business and personal finances through our monthly financial coaching model.
Financial Planning
Financial Planning
As CERTIFIED FINANCIAL PLANNERS™ we prepare a complete financial plan that maps out how your business and personal finances will work together to achieve the goals you are looking for.
Asset Management and Investing
Asset Management & Investing
We offer complete wealth management services so that you can invest your money confidently and with the ongoing expertise to manage it for you as you grow.
Business Benefits Packages
Business Benefits Packages
We can review your business benefits packages for you and your employees. We help you understand your options and ensure you are optimizing your offerings while being cost-effective.
Retirement Planning
Retirement Planning
As CERTIFIED FINANCIAL PLANNERS™ we prepare a complete financial plan that maps out how your business and personal finances will work together to achieve the goals you are looking for.
Business Planning
Business Planning
Getting your business to the next level takes some financial planning. We provide those insights and expertise to help you review your business financials and understand how you can be most profitable now and into the future.
Risk Assessment and Management
Risk Assessment & Management
Don’t leave your financial life vulnerable. As a business owner, you’re accustomed to taking on a certain level of risk. When it comes to your personal finances, make sure you take on the right amount of risk to reach your goals without putting too much on the line. Our services help you strike a safe and healthy balance so you can succeed and minimize failure.
Estate Planning
Estate Planning
Everything you’ve built needs to be protected. From creating or updating your living will and power of attorney to revising healthcare directives, assigning guardianship over your minor children to philanthropy and wealth transfers, we walk you through all of it so your estate is never left to the courts in the event of an unexpected tragedy.
Income Enhancement
Income Enhancement
Are you paying yourself first? Are you paying yourself what you’re worth? Are you paying yourself what you want??? We’ll help you explore all of those questions and then review your financials to see what you can do so that you are paying yourself the income you deserve.
Getting on the right track with your personal and business finances starts with a decision to take action
Download the 3 Habits of Highly Successful Business Owners and start today.
The first step to achieve true financial success is getting organized. By discovering the best habits that really work for successful and wealthy people, you will be halfway there. In 3 Habits of Highly Successful Business Owners, you will learn:
- How much they save on their Income and why.
- An Effective Risk Management Checklist.
- Who helps them to accomplish their most desired financial goals.
- How to get on the right track with your personal and business finances.