FINANCIAL ADVISORS – FAMILY WEALTH PLANNERS – BUSINESS CONSULTANTS
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Putting our client's needs first . . .
FPT Services was founded upon principles of placing extreme importance on our client's financial goals and objectives. We're in the business of building long-term, genuine and rewarding relationships that are based upon trust and quality client service.
Our team of experienced professionals provides a "hands-on" approach to tax, accounting, and investment planning. They are dedicated to providing the sound guidance and customer care that are required in every phase of our client' financial goals. Working with our clients we can help them pursue their financial goals and objectives.
FPT Services has one major advantage over other financial advisors because we are licensed Certified Public Accountants and can give our clients tax and accounting advice, follow through with compliance and tax reporting, where other financial advisors are not licensed to do so. This uniqueness allows us to combine all the disciplines to give you comprehensive "one-stop" financial services.
FPT Services has all the "tools in the toolbox" and has developed relationships with banks, attorneys, and other professionals to help meet your financial needs, from saving for a house, family planning, or college education, to pre-retirement or retirement. Every quarter clients meet with our advisors for a Quarterly Review to discuss the market and their financial portfolio performance.
We can help secure your financial future now, call FPT Services now at 321-631-0383 or Email us for a free financial consultation.