Tax and Financial Advising
Tax and Financial Advising

Financial Planning

Financial Success Starts Here

Financial planning is more than just choosing the right investments. It involves carefully addressing all of the moving pieces associated with your wealth to create a comprehensive plan of action. We work diligently with all of our clients to ensure that they have a holistic financial plan and are on their way to achieving financial independence.

Retirement Planning

It’s never too early to start thinking about retirement. In fact, the choices made in the early stages of your career can have a much more profound impact on your likelihood of success compared to later in your career. FIA leverages leading technology to help illustrate what factors should be considered when developing a successful retirement plan. We also understand that retirement is not always about money. Rather, the next chapter of life can be about turning your lifelong passion into a business, volunteering, traveling, or spending time with family. Our goal is to help our clients find a healthy balance between quality and quantity in retirement.

Cloud Accounting
FIA Investment Management

Investment Management

As a fee-only investment management firm, we provide our clients with access to a full range of individual investments and funds. As a fee only firm, we do not charge commissions, we do not sell investment products, and there is no charge for holistic, tax advantaged client financial planning. 
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Small Business Consulting

Tax is considered to be the language of business. As Certified Public Accountants, we review and process thousands of tax returns each year. We work with our clients in an advisory capacity to assist with the preparation of financial statements, help determine business valuations, and often act in an outsourced Chief Financial Officer capacity. Because of this experience, we’re able to offer an exceptional value proposition for small business owners who also want to focus on achieving financial independence.

Financial Independence Starts Here

Contact us to schedule a consultation. We’ll get to know you and map out a unique approach to meet your financial needs.


Additional Services

Trusts and Estates

As part of our planning process, we ensure that our clients are educated on the importance of a comprehensive estate plan. Even the best financial plans can easily fall apart without proper estate considerations. We partner with several local estate attorneys who can help ensure that assets are transferred to the appropriate parties in the most efficient method possible.

Education Planning

College loan debt is at an all-time high throughout the country. Students who have considerable debt after college have a difficult time meeting major financial milestones such as home ownership. We help our clients build an education funding strategy that allows them to meet long-term goals while continuing to focus on saving for their own retirement.

Tax Strategy Review

Nearly every financial decision has a tax implication. Over 80% of our advisors are Certified Public Accountants in the state of Florida. This unique advantage allows us to provide a more comprehensive approach to financial planning compared to our peers in the industry. Additionally, our investment management philosophy places a strong emphasis on building a strategy that prioritizes after-tax returns.