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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Retirement Planning | 401(k) Rollover |
$100 - $200
Call to Book
|
Roth IRA Setup |
$50 - $150
Call to Book
|
|
Retirement Income Strategy |
$200 - $500
Call to Book
|
|
Investment Management | Portfolio Review |
$100 - $300
Call to Book
|
Asset Allocation Plan |
$150 - $400
Call to Book
|
|
Investment Strategy Development |
$200 - $600
Call to Book
|
|
Insurance Services | Life Insurance Policy Setup |
$200 - $500
Call to Book
|
Disability Insurance Consultation |
$150 - $350
Call to Book
|
|
Long-term Care Insurance Analysis |
$100 - $300
Call to Book
|
|
Financial Education | Financial Literacy Workshops |
$50 - $150
Call to Book
|
One-on-One Financial Coaching |
$75 - $250
Call to Book
|
|
Investment Basics Seminar |
$100 - $200
Call to Book
|
|
Tax Planning | Tax Strategy Session |
$150 - $300
Call to Book
|
Business Tax Consultation |
$200 - $400
Call to Book
|
|
Year-End Tax Review |
$100 - $250
Call to Book
|
|
Debt Management | Debt Assessment Consultation |
$100 - $200
Call to Book
|
Debt Reduction Plan |
$200 - $400
Call to Book
|
|
Credit Score Improvement Strategy |
$150 - $300
Call to Book
|
|
Estate Planning | Will Preparation |
$150 - $350
Call to Book
|
Trust Setup |
$300 - $700
Call to Book
|
|
Estate Tax Planning |
$200 - $500
Call to Book
|
|
Business Planning | Business Structure Consultation |
$200 - $400
Call to Book
|
Business Succession Planning |
$300 - $600
Call to Book
|
|
Cash Flow Analysis |
$150 - $300
Call to Book
|
|
Financial Planning for Families | Family Budgeting Workshop |
$50 - $150
Call to Book
|
College Savings Plan Setup |
$100 - $250
Call to Book
|
|
Family Financial Goals Consultation |
$75 - $200
Call to Book
|
Florida Financial Advisors is an award-winning, comprehensive wealth management and financial planning firm that is committed to supporting its clients in achieving their aims. FFA offers a unique personal approach to help Florida residents manage their money. We can assist you in handling the stress that sometimes comes with dealing with numerous financial professionals. Florida Financial Advisors is a comprehensive, all-encompassing wealth and financial management firm that is focused on helping our clients meet their objectives. We are with you every step of the way, from designing and creating your goals to executing them. Florida Financial Advisors has customized our services to fulfill the requirements of Florida citizens. Because we understand the anxiety that frequently accompanies multiple financial professionals and the intimidation such relationships can cause, our team will collaborate with you to navigate your financial plan. We are with you every step of the way, from identifying your current financial situation and expectations for the future to implementing the plan. Private school, boat, beach house. Our core belief is that the best way to plan for the future is to plan the details. At the bedrock, we place a high value on your employment as our most significant foundation. We consider your benefits package in order to optimize your economic outcomes. We are with you every step of the way, from your plan's design to its completion. Our fundamental belief is that the best way to plan for the future lies in planning the details. We place a particular emphasis on your job as our most valuable cornerstone. To maximize your financial success, we take a holistic view and consider your benefits package. Our goal is to provide you with the best financial planning services and exceptional customer service.
 
Many comprehensive reviews of Florida Financial Advisors advise Matthew Falt, Garrett Frank, Chris Athens, and Daniel Raps-Huffman. Several reviewers commend advisors for their professionalism, intellectual flexibility, friendliness, approachability, and product range. Clients also claim that they guide them through the financial planning process, resulting in an easy-to-read financial plan that accurately reflects their situation and goals. Some also commend the advisors for pointing out potential pitfalls in their prior financial plans and providing them sound, well-reasoned advice. On the whole, the bulk of the responses suggest high levels of satisfaction and a special commendation of the personalized, client-centered services the advisors provide. Advising these reviewers to also engage these professionals to access professional financial guidance.
 
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