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 Accountants, Certified Financial Planner Practitioner, 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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Healthy habits are one of the greatest gifts to give your child.
Building wealth requires protection from the forces of wealth destruction.
Being healthy not only makes you feel good, it may also help you financially.
Here’s a guide to explain all the parts of Medicare.
When you’re married and have children, insurance needs will be different.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Here is a quick history of the Federal Reserve and an overview of what it does.
There are hundreds of ETFs available. Should you invest in them?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.