Fliehman Financial

Investments * Fliehman Financial offers fee-based money management services, utilizing ETFs, mutual funds, stock and bond portfolios selected to fit each client’s unique needs and goals. The research and analysis of investments is key when developing a portfolio and often the critical piece for which many investors don’t have the time. At Fliehman Financial, we build our own extensively-researched portfolios to accommodate all risk levels while using well-known financial carriers to act as custodians of client assets. Fliehman Financial has also partnered with major money managers to offer direct investment access to proven track record portfolio strategies. While regularly maintaining the investment portfolio based upon your retirement blueprint, Fliehman Financial will make investment recommendations to meet your specific and changing needs. Retirement* Fliehman Financial has a flagship goal for each household during retirement — that you don’t outlive your money. Fliehman Financial will create a retirement blueprint tailored to each client. Using a ‘360° view’ or ‘full circle view’ of your current financial standing, we’ll incorporate Social Security strategies, Medicare, estate, insurance and taxes in retirement, as well as current and future investments when creating your plan. Education* At Fliehman Financial, education is key. We believe a true client/advisor relationship begins with education just as much as trust. We regularly host a variety of educational seminars and classes on multiple financial topics. Check back to see what Class is in your area. Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Fliehman Financial is independent of Regulus Financial Group and Regal Investment Advisors.