It's ALL about relationships
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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Simple steps may help you foil hackers and protect your privacy.
Calculating your potential Social Security benefit is a three-step process.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
You’ve made investments your whole life. Work with us to help make the most of them.
A bucket plan can help you be better prepared for a comfortable retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
There are hundreds of ETFs available. Should you invest in them?
Are Real Estate Investment Trusts right for your portfolio?
It's easy to let investments accumulate like old receipts in a junk drawer.