Broker Check
 
Accounting Wealth Management Tax The Facts About Income Tax

WE WILL BE CLOSED AT 3:00 PM ON THURSDAY, APRIL 18, UNTIL MONDAY, APRIL 22.

IF YOU ARE AN INVESTMENT CLIENT AND NEED IMMEDIATE ASSISTANCE, PLEASE CALL CETERA'S CUSTOMER SERVICE NUMBER AT 888-406-5444.



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.

Tax, Accounting, Wealth Management

 

Investments

 
 

Retirement Planning

 
 

Estate Planning

 
 

Insurance

 
 

Tax Services

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Federal Income Tax

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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.

View all calculators arrow

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?

Emerging Market Opportunities

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.

View all videos arrow