You’ve worked hard to build financial security—now it’s time to make your money work for you and your retirement lifestyle™.
Our Dallas-based team provides personalized financial strategies designed to accelerate your path to financial independence—so you can enjoy life on your terms.
Most people believe they must keep working longer to grow their portfolio or cut back on their retirement lifestyle—but that’s a myth. Our proprietary Portfolio Strategy is designed to generate steady, reliable income without depleting your principal.
For over 29 years, Mitch Kramer has helped professionals, business owners, and families take control of their financial futures. As a Certified Financial Planner® with an MBA in Strategic Planning, he founded Fluent Financial in 1996
Managing wealth isn’t just about growth—it’s about protecting and optimizing it. We provide tailored investment strategies, tax planning, and risk management to help you make the most of your money.
we create a long-term financial roadmap that helps you build, preserve, and efficiently transfer wealth for future generations.
Owning a business brings unique financial complexities. We guide business owners to optimize their tax strategies, manage risks, and build wealth for long-term success. Our tailored approaches focus on enhancing tax efficiency and effective risk management, guiding business owners through challenges to foster a more secure financial future.
Our process helps you retire confidently—sooner than you thought possible.
Initial Review – A complimentary portfolio assessment to evaluate your investments, risk exposure, and retirement timeline.
We identify tax-saving opportunities and fine-tune your strategy to maximize cash flow while maintaining financial security.
We implement our proven investment models, helping you retire sooner while keeping your financial future secure.
You’ve built your wealth—let’s ensure it works for you. Whether you’re planning for retirement, optimizing investments, or securing your family’s future, our team is here to help.
Securities offered by Registered Representatives through Private Client Services (PCS), Member FINRA/SIPC. Fluent Financial, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Fluent Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fluent Financial, LLC unless a client service agreement is in place. Investment advice is offered through Fluent Financial, LLC, a registered investment advisor and an unaffiliated entity from Private Client Services (PCS) . The Private Client Services (PCS) representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, IA, IL, LA, MA, MD, MI, NC, NM, OK, OR, PA, TN, TX, VA, WA. Privacy Policy / Terms of Use.
