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Services Overview

Helping you achieve your financial goals…

At FPT Services we are dedicated to helping you to develop and pursue your long-term financial goals allowing you to work toward achieving your dreams. We know that your financial needs will evolve as you, your family and business environment changes. We know that financial plans are dynamic and need to change over time. At FPT Services, we will meet with you periodically to review your current tax, accounting and investment needs to make adjustments, whether to address a family situation or an approaching retirement.

We believe success is best measured by your financial health, and by how confident you are about your financial future. At FPT Services, you can feel confident that our team will offer quality tax, accounting and investment guidance and support tailored to your specific needs.


  • Fee-Based Asset Management Services
  • Mutual Funds
  • ETF's
  • Brokerage Accounts
  • 401(k) Rollovers
  • Traditional IRA
  • Roth IRA

Retirement Planning

  • IRAs
  • 401(k) Plans
  • Pension/Profit Sharing Plans
  • SEPs
  • Simple Plans
  • 403(b) Retirement Accounts for Not-for-Profit Entities


  • Fixed and Variable Annuities
  • Long Term Care Insurance
  • Disability Insurance
  • Fixed and Variable Life Insurance

Estate Planning

  • Insurance Needs Analysis
  • Business Ownership Succession Plans
  • Estate Plans and Trusts

Education Planning

  • College 529 Plans
  • UTMA/UGMA Plans

General Accounting & Tax Services

  • Tax Preparation
  • Tax Representation before Federal, State and Local entities
  • Business Consulting
  • Business Succession Planning

Take the first step toward securing your financial future now, call us now at 321-631-0383 or Email us for a free financial consultation.