Krista Fleck is a resident of Larkspur in Perry Park! I am excited to bring holistic planning to business owners and residents in our area!

I work with business owners on strategic planning for succession or buy-sell funding, as well as group retirement plans, benefits for their employees, and financial-based lunch and learns for the group!

For individuals and families, I can provide holistic planning, looking at growth, rollovers, protection, and tax savings, especially in retirement! I can help with college funding for parents and grandparents. I can also clarify the 2025 sunset of tax laws and if that will affect your family. Finally, because I am affiliated with New York Life and a broker, I can service all your needs in-house to ensure you have the proper coverage for your assets!

I look forward to working with my neighbors!