About the Business
Fleming & Associates, LLC is a professional firm dedicated to helping investors and businesses safeguard their assets and preserve their lifestyle. Our services include Asset Management, Estate Planning, Business Benefit Packages, Retirement Planning, Long Term Care Insurance, Investment Management (fee only), Income Enhancement, as well as custom solutions to unique problems.
Asset Management involves creating investment portfolios that consistently deliver higher returns than market indices and the majority of mutual funds, especially in bear markets. Estate Planning includes setting up living trusts and minimizing estate taxes. We also help companies review and upgrade their benefit packages. Retirement Planning helps clients make the most of their IRAs, rollovers and pensions through tax-free withdrawals and other strategies. Long Term Care Insurance can provide financial protection in the event of serious disability or illness. Investment Management (fee only) focuses on dividend-paying stocks and blue chip stocks to increase and protect income. Income Enhancement can be achieved with immediate annuities. Our Unique Solutions to Problems cover ways to keep investments in line with the stock market while guaranteeing principal.
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- (619) 839-9136
- 350 10th Ave Ste 1000, San Diego, CA 92101
- Visit Website
Opening Time
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Mon
8:30 AM - 5:00 PM
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Tue
8:30 AM - 5:00 PM
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Wed
8:30 AM - 5:00 PM
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Thu
8:30 AM - 5:00 PM
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Fri
8:30 AM - 5:00 PM
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Sat
Closed
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Sun
Closed