MANY WAYS WE CAN SERVE OUR CLIENTS
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 put our clients' needs first
FPT Services is a unique experienced professional Financial Services Group located in Rockledge, FL and serving the Space Coast (Brevard County, Florida), with Licensed Certified Public Accountant 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.
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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
How federal estate taxes work, plus estate management documents and tactics.
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There are some smart strategies that may help you pursue your investment objectives
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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What are your options for investing in emerging markets?
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.