CLOSED JANUARY 2, 2023
PALM BAY OFFICE HAS RELOCATED
Effective September 1, 2022, we relocated our Palm Bay office to 1950 Rockledge Blvd, Suite 203, Rockledge, FL 32955. Call us at (321) 631-0383 if you would like to schedule a time to meet with us or need to talk to any of our staff.
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 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.
Helpful Content
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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The 12 Steps to Living Confidently: How to Cut Your Expenses
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
The Basics of Investing
What’s the connection between cars and financial management?
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Pros and Cons of 529 College Savings Plans
If you are like most Americans, meeting the future financial obligation of sending your child to college requires years of...
View all articles 
Saving for College
This calculator can help you estimate how much you should be saving for college.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.