Nancy Fleming, CFP®, Investment Adviser
Nancy Fleming, CFP®, is the president of Fleming Financial Services, based in Gilbert, Arizona. She is an Investment Adviser Representative and licensed insurance professional. Her goal is to give clients clarity and confidence about their financial futures. It's something she wanted 25 years ago as a single parent struggling to ensure her young family's survival. She didn't have time to work, raise a family and pursue her passion of financial research, so she made her passion her career and became a Certified Financial Planner.
Phone: 480.632.8770 Fax: 480.393.1779 Website: www.flemingfinancialservices.com/ info@flemingfinancialservices.com
Latest articles by Nancy Fleming, CFP®, Investment Adviser
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How the 401(k)-IRA Rollover Thought Process Works
retirement Every decision has a consequence. From RMDs and taxes to passing on an inheritance, go step by step to make an informed choice.
By Nancy Fleming, CFP®, Investment Adviser Published
retirement -
A Good Game Plan on Roth IRAs Can Take the Bite Out of Tax Day
retirement Tax considerations for Roth IRAs vs. traditional IRAs: Here's what investors need to know.
By Nancy Fleming, CFP®, Investment Adviser Published
retirement