“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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The History of Retirement
Do you know where the idea of “retirement” comes from?
What kind of auto insurance should you have? Do you know?
Bonds may outperform stocks one year only to have stocks rebound the next.
What’s the deal with your yearly free credit report?
Do you have an estate strategy? You should.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Second marriages are a trigger event to revisit any existing estate strategies.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?