Fleming Financial Solutions
Empowering Families and Business Owners to Protect Their Future with Trusted Retirement and Legacy Solutions
Serving the Inland Empire including Calimesa and Yucaipa
WHO WE ARE
Fleming Financial Solutions: Your Partner in Financial Planning
Welcome to Fleming Financial Solutions, where we turn complex financial challenges into clear, actionable plans.
Fleming Financial Solutions is a financial advisor, dedicated to putting your best interests first—always. Our clients are at the heart of every decision we make. We offer comprehensive wealth management services for individuals, trusts, and family offices.
Bubba Fleming, CEO
OUR SERVICES
Your Financial Goals Are Our Top Priority
At Fleming Financial Solutions, we provide concierge-level financial service enhanced by advanced technology platforms. This combination delivers exceptional efficiency and transparency, bringing innovation and excellence to every aspect of your wealth management experience.
WHY CHOOSE US
Take control of your financial future with professional guidance.
We offer a full range of services to help protect, grow, and make the most of your wealth — providing financial security now and for future generations. Our expertise spans wealth management, tax planning, retirement strategies, estate planning, and specialized family office services.
CERTIFIED
Client Satisfaction
Reflecting our commitment to personalized, attentive service.
Client Retention
Most clients stay with us for the long term.
Multi-Generational Continuity
We help families build wealth that lasts.
PROCESS
Your Financial Journey, Our Expertise
STEP 01
Discovery & Goal Setting
We begin by learning about our client’s full financial picture — income, assets, liabilities, and risk tolerance — as well as personal goals like retirement, education funding, or legacy planning.
STEP 02
Customized Strategy Development
Using the information gathered, we create a tailored financial plan. This may include investment allocation, tax strategies, estate planning, and risk management.
STEP 03
Ongoing Management & Adjustments
Once the plan is in place, we monitor performance, provide regular updates, and adjust strategies as life circumstances or market conditions change.
CONTACT
Take the First Step Towards Financial Clarity
Book your complimentary Financial Strategy Session today. This no-obligation meeting includes a review of your current finances, a discussion of your goals, and initial guidance tailored to your needs.
Your financial future deserves more than guesswork. Partner with Fleming Financial Solutions and move forward with clarity, confidence, and a plan built just for you.
FAQs
Frequently Asked Questions
1. Do I really need a financial advisor?
Yes - if you want personalized guidance, a financial advisor can help you set clear goals, avoid costly mistakes, and make smart decisions with your money. Whether you're just starting out or planning for retirement, a trusted advisor brings structure and strategy to your finances.
2. How much money do I need to start working with a financial advisor?
It depends on the advisor. Some require a minimum asset level, while others focus on planning regardless of your portfolio size. At Fleming Financial Solutions, we work with individuals and families at various stages, prioritizing personalized support over account size.
3. What services do you offer?
We provide comprehensive wealth management, including investment strategy, retirement planning, tax planning, estate planning, and family office services. Our approach is customized to fit your financial situation and long-term goals.
4. How often will we meet or communicate?
We tailor communication to your needs — typically meeting at least annually, with more frequent updates during major life events or market changes. You’ll always know where you stand and what’s next.
5. Can I retire with a certain amount of money and live off the interest it generates?
It’s possible—but not simple. The ability to retire and live off the interest from your savings depends on several factors: how much you’ve saved, how the money is invested, your annual spending needs, and how long you plan to be retired. For instance, a $1 million nest egg earning 5% annually could generate $50,000 per year—but that income may not be stable over time without proper planning.
This is where a financial advisor becomes essential. A qualified advisor doesn’t just run the numbers—we design a custom income strategy that balances interest, dividends, withdrawals, and tax efficiency. We also help you adjust for inflation, market volatility, and healthcare costs so you don’t outlive your money. If your goal is to make your savings work for you in retirement, get in touch with us, so we can turn that goal into a plan.
"Remember, a goal without a plan, is just a wish."