Customized Financial Services

We are dedicated to helping you protect, grow, and manage your assets. With our financial services, you can enjoy peace of mind knowing that your best interests are our top priority. Whether you require assistance with private portfolio management or retirement and insurance planning, we are here to put our expertise and experience to work for you to achieve your goals.
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Private Portfolio Management

Fletcher Financial, LLC, manages client portfolios with a philosophy focused on prioritizing principal return. In the fee-only program, our success is aligned directly with the success of your portfolio. We strive for absolute returns over a market cycle and can allocate portfolios to 100% cash should we see the need to avoid potential market turmoil or where risk is too high versus the potential reward.

Retirement Planning

Our retirement planning services cover the following:

  • 401(k)
  • 403(b)
  • Profit Sharing Plan
  • Defined Benefit Plan
  • Simple IRA
  • Individual 401(k)
  • Simplified Employee Pension (SEP) Plan
  • Roth IRA
  • Traditional IRA
  • Cash Balance Plans
  • Non-Qualified Deferred Compensation Plans
  • IRA and 401(k) Rollover Plans
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Services for 401(k) Plans

We offer comprehensive 401(k) plan solutions for small businesses. Fletcher Financial, LLC, has an open architecture platform that allows us to customize each plan to fit the sponsor’s needs. We also help sponsors plan with compliance and provide education for participants.

We Help with the Following:

  • Plan Design
  • Enrollment Meetings
  • Education on Saving for Retirement and Investment Principals
  • Selecting and Monitoring the Investments for the Plan
  • Establishing an Investment Policy Statement
  • Benchmarking
  • One-on-One Meetings for Employees That Need Specific Advice for Their Profiles

Click below to download our Fiduciary Declaration form.

Fiduciary Declaration

Restricted Stock Units and Stock Options

Fletcher Financial, LLC offers advisory services for individuals with employee stock options, restricted performance grants, and company “owned” or “long” shares. Through analysis, we help individuals make informed decisions regarding their company stock and options by valuing these holdings, illustrating risks/rewards, and proposing a decision framework.
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Insurance Planning

Life insurance is an essential component of a sound financial plan. Buying insurance involves asking a variety of personal and financial questions. As your independent advisor, Fletcher Financial, LLC will help you determine what kind and how much insurance you need. We will shop for the most appropriate policies for your needs with the highest-rated companies.

For more information about our financial services, contact us at (760) 692-2222.