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Should You Ever Retire? Safeguard Your Digital Estate When Do You Need a Will? Choosing a Mortgage

The Future is not a gift. It is an achievement.
Robert Kennedy

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.

 

Helpful Content

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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