We provide financial planning for physicians, professionals, business owners, executives, and retirees. At Fleck Financial, we believe honesty and integrity will develop the trust to build a lifelong relationship with our clients. We are committed to providing you the service you want and deserve from a financial advisor.
Our mission is to assist you in protecting yourself, your family, and your business from unexpected events and help you achieve your financial goals. We can help you with retirement planning, college savings, or estate planning by providing you with the best personalized attention to meet your goals, needs, and objectives.
We believe Financial Planning is a continuous process that requires periodic reviews to make any necessary adjustments to your personalized plan.
Whether you are interested in reviewing your current financial plan, need a review of your existing insurances, or are looking to consolidate your investments, please contact us.
Call toll free 1-888-99-FLECK for your initial consultation.
We hope the information on our site is a useful reference source for you.
Sprout Advisers is a leading Investment consultant agency in Lehi, Utah; helping people to take control of their future with the best investment management and financial planning service.
2912 Executive Parkway, Suite 120, Lehi, Utah 84043