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Flegal Financial Planning

Flegal Financial Planning (FFP) is a fee-only, financial planning & investment management Registered Investment Advisor (RIA). FFP provides comprehensive financial planning, retirement planning, ongoing investment management and tax reduction strategies. We meet with clients in 3 Cleveland locations (Westlake, Independence, and Beachwood), but also meet virtually. Founder and Financial Planning, Dave Flegal, is CPA and CFP; and uses his CPA background to ensure you pay a little taxes as legally possible.

 

As a fee-only, fiduciary, and independent financial advisory firm, we never receive commissions of any kind and have the legal obligation to provide unbiased advice that's in your best interest.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

David Flegal, CFP®, CPA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

341 Wallace Dr Berea, OH 44017 Phone: (330) 858-4630

Primary Office

341 Wallace Dr Berea, OH 44017 Phone: (330) 858-4630
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