“The Future is not a gift. It is an achievement.”
Welcome to Fleetwood Financial Solutions
Accountability Through Transparency
Welcome to Fleetwood Financial Solutions. As a CFP® (CERTIFIED FINANCIAL PLANNER™), I am dedicated to building a partnership with my clients. By establishing long term relationships with them and understanding their personal and professional goals, I am able to provide guidance on the road to financial independence.
I understand that no two clients’ journeys will be identical, so I take the time to get to know each one on both a financial and personal level in order to create a unique route for them. I see planning as an opportunity to help people pursue and work towards their goals financially so they can more readily fulfill their life dreams. Do you see yourself traveling the world in the next 10 years? Or maybe you would like to retire to your dream home. Whatever you want your journey to look like, I want to help make it a reality by collecting current data and developing timelines. By creating this type of personalized map for each client, I believe I can set the wheels in motion for their dreams to take shape and help direct them on the road to financial independence.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Don’t overlook the need for renter’s insurance if you rent your home.
The uncertainties we face in retirement can erode our sense of confidence.
Being healthy not only makes you feel good, it may also help you financially.
When to start? Should I continue to work? How can I maximize my benefit?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
When do you need a will? The answer is easy: Right Now.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How will you weather the ups and downs of the business cycle?