Founded 2005 • Angie's List since October 2013
I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.
Fleck Financial is an independent financial services organization that can provide fee-based and commission-based services depending on your needs and preferences. Being independent allows us to offer the best investment vehicles and insurance products to reach your desired results.