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About
Us
Fliehman Financial
The concept of Fliehman Financial is propelled by the idea that the client and advisor should be relationship based and not transactional. This is the only way we can truly be on the same page as our clients to provide the highest level of comprehensive service.
President & Advisor
Adam Fliehman is an Investment Advisor Representative and holds securities licenses 7, 66, 6, 63 as well as insurance licenses for Life, Health, Disability and Long Term Care.
After years of working for captive financial firms and over 12 years in the financial industry, Adam founded Fliehman Financial. With the partnerships developed Fliehman Financial has the resources and capabilities to offer clients an unprecedented level of service and a comprehensive array of financial options.
Adam lives in Rockford, MI with his wife Jacquelyn, the owner and operator of the Fliehman School of Music and their 3 children.
What
We
Offer
Investments
Fliehman Financial is a proponent of Fee-Based Advisory Services. Utilizing ETF, Mutual Fund, Stock and Bond Portfolios to fit each client's unique needs.
Here at Fliehman Financial we build our own extensively researched portfolios to accommodate all levels of risk.
Financial Planning
Fliehman Financial has a flagship goal for each household during retirement- that you don't outlive your money.
We create a retirement blueprint tailored to each client.
Using a '360' degree view of your current financial standing we will incorporate investments, social security strategies, Medicare, estate, insurance and taxes.
Retirement
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401K
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403B
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SIMPLE IRA
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ROTH IRA
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TRADITIONAL IRA
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SEP IRA
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FIXED ANNUITIES
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VARIABLE ANNUITIES
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ESTATE PLANNING
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LONG TERM CARE
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LIFE & DISABILITY INSURANCE
Fiduciary
Having a Fiduciary as your Financial Advisor is of the utmost importance.
This is comprised of a duty of care and duty of loyalty.
Adam Fliehman is a Fiduciary
Education
At Fliehman Financial, education is key. We believe a true client/advisor relationship begins with education just as much as trust.
We regularly host a variety of educational seminars and classes on multiple financial topics.
Why
Us
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Deep Industry Knowledge
The research and analysis of investments is key when developing a portfolio and often the critical piece for which many investors don't have the time.
The stock market fluctuates on a regular basis. Let Fliehman Financial handle the portfolio research.
Fiduciary Responsibility
Fliehman Financial has a legal responsibility to put the best interest of our clients before our own.
This requires a level of trust that is key to the client/advisor relationship.
As a Fiduciary it is imperative we uphold these standards to provide the best service possible for our clients.
'Personal' Money Manager
Fliehman Financial is whole heartedly dedicated to putting our clients first.
This means an almost unprecedented level of direct line communication.
Contact
Us
Address
4981 Cascade Rd SE,
Grand Rapids MI 49456
Office Line
616. 466. 4480
I
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
Fliehman Financial is independently owned and operated.
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