Serving Your Financial Needs Holistically
We believe that investing your assets is only one part of your overall financial picture. We can work with you in many other areas including taxes, insurance, retirement planning, education funding and estate planning. This comprehensive view of planning gives you a healthy, well-balanced financial life.

Preparing A Financial Roadmap To Reach Attainable Objectives
Let us know your dreams and goals. We can help you set manageable objectives and develop a plan to achieve them. We explain your options clearly and concisely, allowing you to make prudent choices to meet your needs.

Maximizing Growth, Minimizing Risk
It's your financial future that's at stake. We discuss the risks inherent in investing and we take seriously your feelings about them. You can be sure we will recommend strategies that fit your tolerance for risk, while working to preserve and grow your assets.

Maximizing Wealth Transfer
As your net worth grows, you will want to maximize the amount of assets transferred to your heirs and minimize the amount that goes to death taxes and other expenses. Unfortunately, your heirs? options are limited after your death, so you need to put the proper framework in place now to ensure that your wishes are carried out.

Reducing Tax Burdens
Most financial transactions bear tax consequences. We carefully examine our recommendations to minimize your tax bill.

Services
We offer many services including:
• Investment recommendations and ongoing management
• Critiques of current financial planning strategies and investments
• Analysis of insurance needs
• Cash-flow expense planning
• College funding strategies
• Estate and survivorship planning
• Income tax advice and preparation
• Advice on tax-deferred retirement plans
• Planning for retirement

As a fee-only financial planning firm, Florida Financial Advisors is driven by a commitment to excellence, not a desire for commissions. We select from a wide variety of products and work with professionals who have expertise in many areas of financial planning. We offer unbiased and independent investment advice, always with your best interests in mind.