Fleming Financial Services

(on baseline)
Financial and Investment Services in Gilbert, AZ
Financial and Investment Services
Financial Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 3:00PM
Saturday
Closed
Sunday
Closed

Location

3651 E Baseline Rd
Gilbert, AZ
85234

About

Fleming Financial Services offers full retirement planning solutions. A plan with us includes in depth analysis of your current financial life, as well as a plan designed specifically designed for you: based on your goals, your objectives, and your needs.

Photos

Fleming Financial Services Photo Fleming Financial Services Photo Fleming Financial Services Photo

Services

  • Income Planning
  • Investment Planning
  • Tax Planning
  • Health Care Planning
  • Legacy Planning

Latest

THU, SEP 24 Retirement Planning Seminar
What's the Coronavirus impact on 401k's and retirement investments? You still have time to sign up for the FREE and informative webinar. Get valuable financial tips from the comfort of your own home. Sign up TODAY! https://www.flemingfinancialservices.com/webinars
You don't have to be Warren Buffett to retire comfortably. Make smart choices and get professional advice. #Vacation #retirementplanning
TUE, SEP 22 Retirement Planning Seminar
Never forget the lives lost this day 9/11
Join our free online webinar for important information on smart retirement. Follow link to sign up for our free webinar. https://www.flemingfinancialservices.com/webinars
WED, OCT 21 AT 12:00 AM MST Take Back Control of Your Retirement | Online Seminar
MON, OCT 19 AT 6:00 PM MST Take Back Control of Your Retirement | Online Seminar
How COVID can affect your retirement - https://mailchi.mp/b0337fb3b30d/how-covid-can-affect-your-retirement
Today is the day! You still have time to sign-up for tonight's webinar. Take Control of Your Retirement! Want to know how COVID could affect your retirement plans? Sign-up now! https://www.flemingfinancialservices.com/webinars FLEMINGFINANCIALSERVICES.COM WEBINARS | fleming-financial
Just how prepared are you for retirement? To get a better idea, we’re providing you with five questions you need to ask yourself. Sean and Nancy will explain what the answer will tell you about your preparedness. We’ll also provide an update on the market on the heels of big vaccine news this week. Listen to the show here: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw
We spent time on our latest podcast talking about the impact of the election results. If you haven't had the chance to listen, here's the link: https://www.flemingfinancialservices.com/podcast/episode/1bd68bf5/ep-279-what-now-a-financial-update-with-an-election-in-limbo
From what we know right now, what does the future of taxes look like? Nancy gave her thoughts on the podcast. Check out the clip below. Read more: https://www.flemingfinancialservices.com/podcast/episode/1bd68bf5/ep-279-what-now-a-financial-update-with-an-election-in-limbo
What does the election mean for the future of your finances and what can you be doing with your retirement plan? On our latest podcast, Nancy talks about what changes could be on the horizon and how we’ll approach those things in retirement planning. Listen on your preferred app: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw
If you took a close look at your budget, how accurate do you think it would be? Read more: https://www.flemingfinancialservices.com/podcast/episode/27c01d26/ep-280-5-question-retirement-preparedness-quiz-market-update
A new podcast is out! On this episode of My Smart Retirement, Sean and Nancy will talk about the role health plays in our lives. Listen here: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw
Find out why this is an important question to be asking yourself before retirement. More here: https://www.flemingfinancialservices.com/podcast/episode/27c01d26/ep-280-5-question-retirement-preparedness-quiz-market-update
This is what we want to help you accomplish and it starts with taking care of your health. Read more: https://www.flemingfinancialservices.com/podcast/episode/1c127afb/ep-281-the-importance-of-health-in-retirement
With all of the volatility we’ve seen within the market this year, we’ve gotten a number of question about annuities. We want to educate you on the investment tool, it’s history, and our personal experiences working with the product. Learn all about annuities on our latest podcast: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw
Not only does nutrition and exercise benefit your body, it also impacts your financial planning. Learn more: https://www.flemingfinancialservices.com/podcast/episode/1c127afb/ep-281-the-importance-of-health-in-retirement
What have you heard about annuities? Like any other investment tool, they can be good or bad for your retirement plan. Check out this clip from our podcast. Hear the full show: https://www.flemingfinancialservices.com/podcast/episode/fe353524/ep-282-are-annuities-a-good-investment
Too many people make financial decisions based on emotion but we help clients understand that investments are just tools to accomplish a goal. Learn more: https://www.flemingfinancialservices.com/podcast/episode/fe353524/ep-282-are-annuities-a-good-investment
This is the time of the year when many people are giving to non-profits and charities and we work with our clients to fit this into their planning. Read more about charitable donations: https://www.flemingfinancialservices.com/podcast/episode/1f9661c7/ep-283-3-tax-changes-that-impact-charitable-donations
9 out of 10 people will use the standard deduction next year, but there are things you can do to itemize. More here: https://www.flemingfinancialservices.com/podcast/episode/1f9661c7/ep-283-3-tax-changes-that-impact-charitable-donations
The holiday season and the end of the year have a lot of people thinking about charitable donations. As you determine where your gifts will go, keep in mind that it will have an impact on tax planning. This episode will make sure you know about three recent tax changes and how to plan for a standard versus itemized deduction. Listen to the show on your preferred app: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw
And we do this in every single aspect of the planning process. Learn more: https://www.flemingfinancialservices.com/podcast/episode/1dbf23c3/ep-284-how-confident-are-you-about-your-income-in-retirement
The biggest fear that anyone has for retirement is running out of money. No one wants to be forced to work if they’d prefer not to, and that’s where income planning comes in. How confident are you about your income in retirement? We talk about how to gain that confidence in our latest podcast. Listen below: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw
As we continue to discuss financial literacy on the podcast, we turn our attention to a few investing areas where people were often confused. Nancy will take you through each of those as part of our goal to help you get prepared for retirement and understand what it takes to get there. Listen to the new episode here: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
The lack of financial literacy leads to people making decisions out of fear and that can be a detriment to your future. Learn more: https://www.flemingfinancialservices.com/podcast/episode/1dbf23c3/ep-284-how-confident-are-you-about-your-income-in-retirement
With all the time we've spent at home in 2020, a lot of people have realized they need to find more to do with their time. Some people have even decided to keep working longer than they originally planned. More here: https://www.flemingfinancialservices.com/podcast/episode/2cf7a7fc/ep-285-clearing-up-3-investing-misunderstandings
Before you can build a retirement plan, you should first determine what your lifestyle will look like. From there you can determine spending and expenses and put together a plan that meets your needs. Today we’ll share six of the more popular retirement choices that people in Arizona make. Listen to the show on your favorite podcasting app: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
Looking for a new year's resolution that ties into your financial planning? Here's a great one that everyone can benefit from. Read more: https://www.flemingfinancialservices.com/podcast/episode/2cf7a7fc/ep-285-clearing-up-3-investing-misunderstandings
This is a popular retirement lifestyle choice for many people in Arizona. Here are some of the other lifestyles: https://www.flemingfinancialservices.com/podcast/episode/210b2ce8/ep-286-what-type-of-retirement-lifestyle-will-you-choose
Have you taken any time to sit and think about this question? That will help you figure out how you want to spend your retirement. Read more: https://www.flemingfinancialservices.com/podcast/episode/210b2ce8/ep-286-what-type-of-retirement-lifestyle-will-you-choose
Building a diversified portfolio means understanding what the goals of each account are and then matching that with appropriate investments. Check out this clip from our podcast. More here: https://www.flemingfinancialservices.com/podcast/episode/27c6a667/ep-287-what-are-the-three-qualities-of-money
Have you had your portfolio reviewed recently to see how balanced it is? Learn more about the qualities of money here: https://www.flemingfinancialservices.com/podcast/episode/27c6a667/ep-287-what-are-the-three-qualities-of-money
If you aren’t sure how to answer the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life. Listen to the show now: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
The common fear for people when it comes to money is losing it all. It’s why we react emotionally when markets drop. It’s time to stop letting fear drive your decision-making and take control of your future. Let’s discuss the steps you can take now to make sure your finances are in order and your net worth is working for you. Listen to the new episode here: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
Today, we’re doing a year in review and an economic update looking forward. Let’s talk about it from the perspective of American households and how we are spending, saving and paying off debt. Check out the new episode here: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
Stop now and take care of these financial items that most people keep putting off. Read more: https://www.flemingfinancialservices.com/podcast/episode/2b35cdfb/ep-288-taking-fear-and-procrastination-out-of-financial-planning
Do you treat your money like you lose it all tomorrow? Listen to Nancy explain why fear shouldn't be a part of your financial plan. More here: https://www.flemingfinancialservices.com/podcast/episode/2b35cdfb/ep-288-taking-fear-and-procrastination-out-of-financial-planning
Getting money into the hands of people is a good thing, but once people get money, it doesn’t mean they want to give it up. Hear more about the state of the economy in our latest podcast here: https://www.flemingfinancialservices.com/podcast/episode/23aa28b3/ep-289-an-economic-update-on-american-households
It's remarkable when you hear these numbers. Read more: https://www.flemingfinancialservices.com/podcast/episode/23aa28b3/ep-289-an-economic-update-on-american-households
Money can put such a strain on a marriage, even during the good times. That's why we spent time on our latest podcast talking about how couples can reach money harmony. Listen to it here: https://www.flemingfinancialservices.com/podcast/episode/1dba56a4/ep-290-how-to-manage-money-with-your-mate
If talking about money isn't something you enjoy doing, Nancy provides some ways to ease into that conversation. More here: https://www.flemingfinancialservices.com/podcast/episode/1dba56a4/ep-290-how-to-manage-money-with-your-mate
As you enjoy time with your Valentine this weekend, remember that communication is always essential. That's especially true when it comes to finances. FLEMINGFINANCIALSERVICES.COM My Smart Retirement | Podcast
Money issues are a common reason that couples fight, and it is one of the top causes of divorce. We'll share how you can better manage money with your mate so that you can reach money harmony. Listen to the new episode here: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
Today we’re talking about two types of extreme money attitudes – money avoidance and money worship. All of us possess one or more of the traits associated with these. Listen to the show using the links below: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
The assumption is that people with a lot of money got it because they earn a high salary every year. The truth, however, is that most wealthy people are great savers, and there are common habits that you’ll find across the board. Find out what those are on today’s episode. You can listen to it on your preferred app: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
If you haven't gotten a chance to listen to our latest podcast, Nancy talks about the negative relationships people have with money. Check it out here: https://www.flemingfinancialservices.com/podcast/episode/1f45cba6/ep-291-lets-talk-about-money-avoidance-and-worship
Are you someone that doesn't feel comfortable talking about money so you just avoid it altogether? You might find some good info in our latest podcast. Check it out: https://www.flemingfinancialservices.com/podcast/episode/1f45cba6/ep-291-lets-talk-about-money-avoidance-and-worship
You don't have to make a lot of money to be wealthy. For many people, it takes a plan and saving. Learn more: https://www.flemingfinancialservices.com/podcast/episode/211c3157/ep-292-habits-of-wealthy-people
When it comes time to buy your next car, will you purchase one that's new or used? Here is what we see wealthy people do: https://www.flemingfinancialservices.com/podcast/episode/211c3157/ep-292-habits-of-wealthy-people
Are you someone that doesn't feel comfortable talking about money so you just avoid it altogether? You might find some good info in our latest podcast. Check it out: https://www.flemingfinancialservices.com/podcast/episode/1f45cba6/ep-291-lets-talk-about-money-avoidance-and-worship
A question came in recently about Medicare and we figured this would be a great time to clear up some of the confusion around the health insurance program. Nancy will lay out everything you need to know so that you can be in a better position when it comes time to enroll. Nancy also has some thoughts on the recent COVID relief and its impact on the economy. Listen to the new show here: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
Not every investment is going to be a home run. That's why knowing when to move a different direction is so important to long-term success. Read more: https://www.flemingfinancialservices.com/podcast/episode/3421e41c/ep-293-whats-in-your-financial-junk-drawer
Is that old life insurance policy still working for you? Maybe it's time to re-assess and see if that money can go to work for you in another way. More here: https://www.flemingfinancialservices.com/podcast/episode/3421e41c/ep-293-whats-in-your-financial-junk-drawer
You don't have to make a lot of money to be wealthy. For many people, it takes a plan and saving. Learn more: https://www.flemingfinancialservices.com/podcast/episode/211c3157/ep-292-habits-of-wealthy-people
When it comes time to buy your next car, will you purchase one that's new or used? Here is what we see wealthy people do: https://www.flemingfinancialservices.com/podcast/episode/211c3157/ep-292-habits-of-wealthy-people
It's not always easy to find the answers you're looking for when dealing with Medicare so we wanted to help clear up some confusion on our latest podcast. Learn more: https://www.flemingfinancialservices.com/podcast/episode/210b1d73/ep-294-clearing-up-confusion-around-medicare
With another round of stimulus going out, Nancy shared her thoughts on whether the Fed can fix things. Check them out here: https://www.flemingfinancialservices.com/podcast/episode/210b1d73/ep-294-clearing-up-confusion-around-medicare
A question came in recently about Medicare and we figured this would be a great time to clear up some of the confusion around the health insurance program. Nancy will lay out everything you need to know so that you can be in a better position when it comes time to enroll. Nancy also has some thoughts on the recent COVID relief and its impact on the economy. Listen to the new show here: Apple Podcasts - https://apple.co/34E7O3a Spotify - https://spoti.fi/3kaXDHH Amazon - https://amzn.to/3keXtPI Stitcher - https://bit.ly/3eGMfSG iHeart - https://ihr.fm/3lfJudw Google Podcasts - http://bit.ly/38oDxpB
Not every investment is going to be a home run. That's why knowing when to move a different direction is so important to long-term success. Read more: https://www.flemingfinancialservices.com/podcast/episode/3421e41c/ep-293-whats-in-your-financial-junk-drawer
Is that old life insurance policy still working for you? Maybe it's time to re-assess and see if that money can go to work for you in another way. More here: https://www.flemingfinancialservices.com/podcast/episode/3421e41c/ep-293-whats-in-your-financial-junk-drawer
You don't have to make a lot of money to be wealthy. For many people, it takes a plan and saving. Learn more: https://www.flemingfinancialservices.com/podcast/episode/211c3157/ep-292-habits-of-wealthy-people

Information

Company name
Fleming Financial Services
Category
Financial and Investment Services

FAQs

  • What is the phone number for Fleming Financial Services in Gilbert AZ?
    You can reach them at: 480-632-8770. It’s best to call Fleming Financial Services during business hours.
  • What is the address for Fleming Financial Services on baseline in Gilbert?
    Fleming Financial Services is located at this address: 3651 E Baseline Rd Gilbert, AZ 85234.
  • What are Fleming Financial Services(Gilbert, AZ) store hours?
    Fleming Financial Services store hours are as follows: Mon-Thu: 9:00AM - 5:00PM, Fri: 9:00AM - 3:00PM, Sat-Sun: Closed.