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Fleetwood Financial Solutions

Managing Principle


Fleetwood Financial Solutions 

Wealth Management Philosophy- Our total wealth management approach is customized to help address your financial needs and objectives. I follow a comprehensive 5 step process designed to determine the optimal approach to managing your assets:

  • Discovery- Understanding your personal, professional, and financial life goals
  • Education- Discuss the risk/ reward concept and its relevance to determining a potential asset allocation for you.
  • Recommendations- The optimal blend of investment vehicles to work toward your goals.
  • Implementation- The investment methodologies employed to construct your portfolio.
  • Active Management- Regular review of the portfolios performance

Fleetwood Financial Solutions offers access to financial and business planning in the following areas:

  • Insurance: Disability Income, Life Insurance, Long Term Care
  • Financial Services: Tax Plans, 401 K Planning, 403 B Planning, College Plans, Estate Plans, Money Management, Money Purchasing Plans, Profit Sharing Plans, Retirement Plans
  • Investments: Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable Annuities

About Fleetwood Financial Solutions makeup

As an independent financial advisor , Fleetwood Financial Solutions, is a goal-based individual and business financial planning firm for clients with between $500,000 and $5,000,000 in investable assets. The fact that 95 percent of our business is fee-based* and 5 percent is transaction-based is how we work toward ensuring that our interests are aligned exactly with our clients’ and that our advice is objective and independent.

*Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered investment advisor.  Member FINRA/SIPC. Fleetwood Financial Solutions and IFG are unaffiliated entities.