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3131 Camino Del Rio N.
Suite 380
San Diego, CA 92108

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Rob Fleming

(619) 878-1577

 
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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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