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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.

Tax, Accounting, Wealth Management

 

Investments

 
 

Retirement Planning

 
 

Estate Planning

 
 

Insurance

 
 

Tax Services

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Assess whether you are running “in the black” or “in the red” each month.

My Retirement Savings

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Use this calculator to compare the future value of investments with different tax consequences.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Retirement Plan Distributions

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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If you died, what would happen to your email archives, social profiles and online accounts?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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