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Should You Ever Retire? Safeguard Your Digital Estate 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

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9 Facts About Social Security

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Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

 

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9 Facts About Social Security

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Crowdfunding—Capital for the 21st Century

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Countdown to College

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Retirement Traps to Avoid

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Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Saving for Retirement

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

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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?

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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