• Fleming & Associates, LLC

    • Financial Planning
    • Estate Planning
    Symphony Towers
    750 B Street, Suite 3300
    San Diego, CA 92101
    (619) 294-2908
    (619) 923-3290 (fax)
    • About

      Fleming & Associates, LLC is a professional firm designed to assist investors and businesses in protecting their assets and standard of living.

      Many investors can better organize their financial affairs when they know about the solutions available beyond what they are told by their stockbrokers, insurance agents, financial advisors, and lawyers. Fleming & Associates, LLC first educates investors about their alternatives and then assists them in implementing the proper solutions.

      Services provided:
      • Personal Financial Planning- Your financial plan is more than just a road map that tells you how to get from where you are today to where you want to be tomorrow. And developing your individual plan isn’t just a one-time event. It’s an ongoing process where we help you discover, define and refine your goals and dreams.
      • Asset Management – Structuring investment portfolios that are consistent with each client’s risk tolerance and goals.
      • Estate Planning – Includes assistance with living trusts and elimination of estate taxes.
      • Business Benefit Packages – Includes the analysis of current benefits in order to recommend cost effective solutions.
      • Retirement Planning – Best ways to invest and get money out of IRAs, rollovers and pensions. In some cases, we’ll show you how to make withdrawals tax free.
      • Long Term Care – Insurance or qualification for Medicaid.
      • Income Enhancement – With immediate annuities.
      • Unique Solutions to Problems – How to have your investments keep pace with stock market while having principal guaranteed.

    • Whom to Contact

      • Jamie L. Fleming, CFP, CRFA
        Founder and CEO
        750 B Street, Suite 3300
        San Diego, CA 92101
        Phone: (619) 294-2908
        Fax: (619) 923-3290