Fleck Financial

Founded 2005 • Angie's List since October 2013

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We provide financial planning for physicians, professionals, business owners, executives, and retirees. At Fleck Financial, we believe honesty and integrity will develop the trust to build a lifelong relationship with our clients. We are committed to providing you the service you want and deserve from a financial advisor. Our mission is to assist you in protecting yourself, your family, and your business from unexpected events and help you achieve your financial goals. We can help you with retirement planning, college savings, or estate planning by providing you with the best personalized attention to meet your goals, needs, and objectives....

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Upper Left Wealth Management

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.

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Services Offered

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.

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