We put our clients' needs first
FPT Services is a unique experienced professional Financial Services Group located in Rockledge and Palm Bay, serving the Space Coast (Brevard County, Florida), with Licensed Certified Public Accountant and an Enrolled Agent ready to help you with your tax, accounting and wealth management investment needs.
FPT Services was founded upon principles of integrity and accuracy that places the highest value on our clients financial goals and objectives. We’re in the business of building long-term, genuine and rewarding relationships based on trust and quality client service.
We’re in the business of helping you, your family and business develop financial strategies to pursue your goals. Your financial health is important, and at FPT Services, we’re dedicated to working with you to meet your financial needs as they change.
FPT Services skilled professionals provide personal immediate ‘hands on’ assistance, and has comprehensive services including; Tax, Accounting, and Wealth Management Services, Financial, Investment, and Tax Advice, Personalized Portfolio Advisory Services, Investment Management, Saving for a Home, Pre-Retirement and Retirement Planning, Income and Investments Management, Insurance Policies – Fixed and Variable Annuities, Long Term Care Insurance, Disability and Life Insurance, Insurance Needs Analysis, Business Consulting, Business Succession Planning, Business Development and Strategic Planning, Estate Plans and Family Trusts, Education Planning (Saving for a College Education) with Investment Accounts, Tax Preparation, Tax Representation before Federal, State, and Local entities.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
There are ways to improve your physical fitness without denting your fiscal fitness.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Here are five facts about Social Security that are important to keep in mind.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The uncertainties we face in retirement can erode our sense of confidence.
Even low inflation rates over an extended period of time can impact your finances in retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know these three personal finance sayings?
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.