Your numbers tell a story.
Let's make it a success story.
Financial Fleaux, LLC helps individuals and business owners build retirement income they can't outlive, protect the people they love, and reclaim their time with expert bookkeeping and tax preparation.
No cost. No obligation. No jargon.
Three services. One well-balanced life.
Whether you're growing a business or planning the retirement you've earned, every engagement is designed to give you clarity, protection, and time back.
Protection
Retirement Planning & Financial Protection
- Tax-free wealth accumulation strategies
- Retirement income you can't outlive
- Protection from stock market downside
- Financial protection for your loved ones
- Business owner strategies
Fractional CFO
Bookkeeping & Fractional CFO
- Net income & net worth monitoring and reporting
- Financial packages for SBA loans
- Business consulting
- Independent Fractional CFO services
- More time to grow your business
Preparation
Tax Preparation
- Monthly, quarterly & annual payroll reports
- Annual IRS reporting for small businesses
- Nonprofit tax filings
- Individual tax returns
- Strategies to reduce what you owe
Working with Walter, in three entries.
No jargon, no pressure — a clear process that puts your numbers to work.
Book a free consultation
Pick a time that works for you. We'll talk about where you are, where you want to be, and what's standing in the way. No cost, no obligation.
Get your personalized game plan
Walter reviews your numbers and builds a plan around your goals — retirement income you can't outlive, cleaner books, or a smaller tax bill.
Watch your story improve
We monitor, track, and report as your plan does its job — freeing up your time to enjoy life or pour it back into growing your business.
What could your retirement look like?
Walter builds retirement income you can't outlive — protected from stock market downside and designed to accumulate tax-free.
Try the estimator, then let Walter build your real plan around your actual numbers — including strategies that could save you 20–37% in income taxes along the way.
*Illustration only, assuming a hypothetical 6% annual growth rate and 5% lifetime payout. Not a projection or guarantee of any specific product. Your personalized plan will use your real numbers.
The man behind the ledger.
Walter Sullivan found his love of numbers early. At just eight years old, he asked his parents for math books so he could sharpen his addition, subtraction, multiplication, and division.
He believed then what he still believes today: numbers — whether personal or in business — tell the story of financial health. But numbers only tell part of the story. People give the numbers meaning. Through his years in corporate America and government service, Walter honed the skill of presenting numbers in a way that reflects what people are actually saying and what they truly need.
Driven by a lifelong goal of business ownership, Walter built a bookkeeping and tax practice around the financial essentials every business and family depends on. He has since expanded into retirement planning and financial protection — because it allows him to help even more people secure their futures.
Financial Fleaux, LLC has operated under several names since 1997, specializing in retirement planning, financial protection, bookkeeping, tax preparation, business consulting, and business owner strategies. The mission has never changed: help clients monitor, track, and grow their finances — and free up their time to enjoy life and maximize growth.
A little wisdom, every week.
Walter posts a new money tip each week — plain-spoken, practical, and usually about something nobody ever showed you.
Start sooner than you think you need to.
Even small, consistent contributions can have a significant impact over time thanks to compound growth. Waiting even a few years can make a noticeable difference in your retirement income. Want to see what starting now could do for you? Run your numbers in the estimator above — then let's talk.
A new tip is filed every week. Have a topic you'd like Walter to cover? Send it in.
Built for people who want certainty.
Retirement with certainty
You want a secured retirement plan that works as planned — without exposure to stock market downside.
Protection for loved ones
You want financial protection in place for the people you love, so they're taken care of if you transition.
A business that thrives
You want your business to grow — with clean books, smart tax strategy, and a trusted advisor in your corner.
If any of these sound like you, we should talk.
Start the ConversationWhat clients say about working with Walter.
Mr. Sullivan is knowledgeable, professional, and incredibly helpful. As a small business owner navigating new financial territory, I wasn't sure where to begin. He patiently guided me through the proper financial procedures with clarity and confidence. His calm demeanor and expertise made the process feel manageable and reassuring. I highly recommend his services to anyone needing trustworthy financial guidance.
I chose Bookkeeping & Tax Fleaux, LLC because they are knowledgeable and kind — taking a lot of time with me setting up my record-keeping process. As a business owner, I now enjoy keeping up to date with all my numbers. So grateful I made the correct choice.
Good questions, answered plainly.
The things people usually want to know before they book a call.
Q.01What does it cost to work with you?
Q.02How can you save me 20–37% in income taxes?
Q.03Is my retirement money exposed to the stock market?
Q.04I already have an accountant — can you still help?
Q.05Do you work with individuals, or just businesses?
Q.06My books are a mess. Is that a problem?
Request your free consultation.
Tell us a little about your goals, or book time directly on the calendar. There's no cost and no obligation.
Contact Financial Fleaux, LLC
Prefer to talk it through first? Send a message with the form and Walter will personally follow up within one business day.