“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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Do you have an estate strategy? You should.
There’s a link between debt and stress.
It's important to understand how inflation is reported and how it can affect investments.
Ascertaining the value of your business is important for a variety of reasons.
To choose a plan, it’s important to ask yourself four key questions.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A special needs trust helps care for a special needs child when you’re gone.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Have you found yourself suddenly single? Here are 3 steps to take right now.