Your life is unique and your financial solutions should be too. Together, we can help you clarify your dreams, build a plan, and achieve your financial goals. While we believe it is always a good idea to start early, it's never too late to begin your journey. Come see us and we'll help you bring your complete financial picture into focus today.
That's why we're here. We'll start with a conversation. There's no cost or obligation. We believe our purpose is to share our financial knowledge and experience in the service of our clients. Partnering with families, retirees, and business owners as well as next-generation investors for more than 15 years, we've served clients like you.
That's why we're here. We'll start with a conversation. There's no cost or obligation. We believe our purpose is to share our financial knowledge and experience in the service of our clients. Partnering with families, retirees, and business owners as well as next-generation investors for more than 15 years, we've served clients like you.
Services
Fleming Investment Group (FIG) was established to create a firm where our clients feel more connected and truly trust the people handling their assets. Our founder's strong Christian faith and values in family, friends, and the well-being of others is what FIG was built upon. Today, we use that same foundation to help you get on the right path to your financial future.
Our team members are a key part of what makes Fleming Investment Group so special. We strive to build close, connected, lasting relationships, and that's reflected in the genuine satisfaction we get when we help our clients reach their aspirations. Brian earned a bachelor's degree in accounting and holds his FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network.
Financial planning doesn't have to be daunting or difficult. We use our experience and strategies to help you focus on the things that matter most to you and aim to guide you to accomplish the goals you've set. Financial planning is all about you. We seek to help today's busy families achieve their dreams and goals.
Use this helpful planning guide to start organizing your finances and identify the issues that affect you most. When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan.
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