Roxanne Fleszar

BUSINESS NEWS

Roxanne Fleszar, Helping Key West women make money

SPECIAL TO KONK LIFE

The stock market keeps going up; interest rates are staying low; possibly for a long time. But how can a woman get smart about making her savings or a recent inheritance grow at a steady but safe rate?

What is “steady” and what is “safe” depends on who you are; not on your age, your gender or sexual preference. “That’s what has always made my work so interesting and exciting,” said Roxanne Fleszar, a Certified Financial Planner and Chartered Financial Consultant. She is President of Financial Resources Management Corp., a fee-only financial planning firm, founded in 1985, with offices in Massachusetts, Key West and Naples.

In order to spend more time with her long-term clients and finally be able to welcome additional individuals and families onto her client list, Fleszar, a 20-year Key West resident, recently affiliated FRMC with Pinnacle Advisory Group, Inc., a progressive financial planning/wealth management firm, based in Naples and Columbia, Md. “I am still the director of my own company, and I have Pinnacle’s outstanding research and operations services at my fingertips; this affiliation is a dream come true,” said Fleszar.

While her typical client has $500,000 or more to invest, she welcomes inquiries from individuals with both smaller and larger amounts to invest. She is able to offer potential clients a free initial consultation, and works on an hourly basis for many types of financial advice or as new clients “get started”. Fleszar also provides portfolio management services on a competitive fee-based basis. “Our annual fee is always transparent; there are never surprise charges,” she said.

“Most of my clients have stayed with my firm for 20 years or more,” said Fleszar. “I must be doing something right!”

Fleszar, a resident of Old Town, and co-owner of Travelers Palm Guest House, is a member of the Key West Woman’s Club and a board member of the National Breast Cancer Prevention Project/Busting Breast Cancer, also located in Key West.

For more information, email [email protected], call 305-295-9628 or see www.financial-management.com.

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