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Accounting Wealth Management Tax



OPERATING DURING COVID-19

We are here to serve you for all your accounting, tax, and investment needs. We are able to do this via fax, U.S. mail, email, and our secure portal.  We are happy to announce Client Collaboration.  It is an online submission of your tax information.  You can see how it works by clicking on this link Client Collaboration Demo.
If you would like to participate, please give us a call.  

If you are an investment client, now is the time to sign up for our secure portal via AdviceWorks. If you need to contribute to your investment account, you can send funds directly from your bank, use mobile check deposit, mail a check directly to the fund company, or bring it by our office.

We know this is a challenging time, and we thank you for your understanding during this unique situation.

Thank you for the trust you have placed in us, and we hope you stay safe and healthy.

 

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.

Tax, Accounting, Wealth Management

 

Investments

 
 

Retirement Planning

 
 

Estate Planning

 
 

Insurance

 
 

Tax Services

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

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Long-Term-Care Protection Strategies

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Forecast

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No Cash, No Checks, No Problem

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Surprises

Making the most of surprises is a great reason to work with us.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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