Andy Fleming

Our mission is to always make sure you are well positioned no matter what is going on around you. The current global environment is presenting both challenges and opportunities. We can be the trusted resource to rely upon as you navigate the years ahead.

Your story is amazing and unique. Financial security is yours to define and your definition will likely evolve over time. Life changes in amazing ways and we are thrilled at the opportunity to play a vital role in your journey.

Our team identifies what's most important and meaningful to you. We then develop a personalized financial plan that will educate you on topics that are aligned with your top priorities. Your plan is designed to be adaptable and we'll work together to update your plan to stay on track with your goals.

As your advisor, here are my goals and values. I will always:

• Make sure you are well positioned
• Educate you on the topics most meaningful to you and on topics that are relevant to your specific planning objectives
• Make recommendations that are in your best interest
• Help hold you accountable as you achieve your realistic financial goals
• Be highly responsive, especially when you need me the most
• Build a long-term relationship with you based on trust and respect for one another