Happy International Labor Day to all the hardworking individuals around the globe! Today, we celebrate the dedication, resilience, and contributions of workers everywhere. Whether you're in the office, on the field, or working remotely, your efforts shape our world. Here's to honoring your labor, your rights, and your achievements. Keep making a difference! 💪🌍 #InternationalLaborDay #WorkersDay #MayDay
Precise Financial Solutions
Financial Services
Port Charlotte, Florida 31 followers
Prepare. Protect. Prosper
About us
Our mission at Precise Financial is to empower and support individuals and couples throughout their pre-retirement journey. We specialize in comprehensive retirement planning, offering personalized financial strategies to help you achieve your long-term goals and ensure a secure and fulfilling retirement. With a deep understanding of the challenges faced by retirees, we are committed to mitigating the four major financial risks that can impact your retirement assets: Market Risk: We recognize the volatility of the market and its potential impact on your retirement savings. Our team of experts will develop strategies to help navigate market fluctuations, protecting your investments and preserving your financial well-being. Withdrawal Rate Risk: Determining an appropriate withdrawal rate is crucial to sustaining your retirement income. We work closely with you to create a tailored withdrawal strategy, ensuring your income lasts throughout your retirement years without depleting your assets prematurely. Longevity Risk: Living longer is a blessing, but it also poses financial challenges. Our retirement planning includes provisions for longevity risk, ensuring your financial resources are structured to support you throughout a potentially extended lifespan. Medical Expenses/Long-Term Care Expenses: We understand the rising costs of healthcare and long-term care can be a significant burden during retirement. Our strategies account for potential medical expenses, providing peace of mind and safeguarding your financial security. With our guidance, you can embark on a retirement journey filled with confidence and joy. We will handle the complexities of retirement planning so that you can focus on what truly matters to you. Let us empower you to live a life free from financial worries and help you achieve a secure and fulfilling retirement. Connect with us today to discover how our tailored solutions can support your unique needs and aspirations.
- Website
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www.precisefsolutions.com
External link for Precise Financial Solutions
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Port Charlotte, Florida
- Type
- Self-Owned
- Founded
- 2021
- Specialties
- retirement planning
Locations
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Primary
Get directions
22119 Elmira Blvd
Port Charlotte, Florida 33952, US
Employees at Precise Financial Solutions
Updates
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Join us for an exclusive event where you'll discover how to optimize your Social Security benefits, reduce tax liabilities, and retire with confidence! Learn How the New Tax Law Changes Can Affect You and Your Benefits Topics: ✔️Social Security Benefits ✔️Legislative Impact ✔️Asset Taxation ✔️Net Income Maximization ✔️Strategy Implementation Register here: https://loom.ly/mHIguZU #SocialSecurity #TaxLawChanges #RetirementPlanning #FinancialSecurity #WealthManagement #MaximizeBenefits #TaxEfficiency #RetireWithConfidence #FinancialEmpowerment
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Join us for an exclusive event where you'll discover how to optimize your Social Security benefits, reduce tax liabilities, and retire with confidence! Learn How the New Tax Law Changes Can Affect You and Your Benefits Topics: ✔️Social Security Benefits File for benefits early or delay taking them? Which is better for you? ✔️Legislative Impact Recent tax law changes and the impact on retirees. ✔️Asset Taxation Learn how to turn forever-taxed money into never taxed money. ✔️Net Income Maximization How you may be able to reduce or eliminate taxes on your Social Security. ✔️Strategy Implementation Learn the rules you need to know when you transition from wealth accumulation to wealth distribution. #SocialSecurity #TaxLawChanges #RetirementPlanning #FinancialSecurity #WealthManagement #MaximizeBenefits #TaxEfficiency #RetireWithConfidence #FinancialEmpowerment #ExclusiveEvent
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Feeling incredibly grateful for the amazing feedback from our clients! ✨ #ClientLove #FeedbackHeroes #GratefulHeart #ThankYouNotes #PotsitiveFeedback
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WHAT YOU NEED TO KNOW ABOUT "WILL AWARENESS" IN 2024 If you're among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts. If you've got a family, a home and any kind of financial account, you should definitely have a will in place. When done properly, a will can help individuals resolve everything from designating a guardian for children, to passing on a family-owned small business, and mitigating any intra-family conflicts. We know family changes like marriage, divorce, births and deaths are all but guaranteed. These life events can render a will obsolete and unaligned to your wishes, can prove problematic if not updated. Please Join us for this complimentary informational seminar at Punta Gorda Charlotte Library. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today! Register here: https://loom.ly/yfetS8s #WillAwareness #Retirement #seminars #events #workshops #business #education #training #Retirement #PrecisefsolutionsEvents #precisefinancialsolutions #SWFL #Finance
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🌟 Hitting your 40s and thinking about retirement? It's not too late to strategize for a comfortable future! 🚀 Our latest guide is here to show you how to take proactive steps and boost your retirement savings, ensuring your golden years are truly golden. 📈✨ Dive into effective strategies tailored just for your pivotal decade. https://loom.ly/mv4whN0 #RetirementPlanning #FinancialFreedom #SavingsBoost #40sFinance #FutureReady #RetirementGoals #WealthBuilding #FinancialWellbeing #SecureRetirement #InvestInYourFuture
Retirement Planning in Your 40s: Strategies for Catching Up and Securing Your Future
precisefsolutions.com
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WHAT YOU NEED TO KNOW ABOUT "WILL AWARENESS" IN 2024 If you're among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts. If you've got a family, a home and any kind of financial account, you should definitely have a will in place. When done properly, a will can help individuals resolve everything from designating a guardian for children, to passing on a family-owned small business, and mitigating any intra-family conflicts. We know family changes like marriage, divorce, births and deaths are all but guaranteed. These life events can render a will obsolete and unaligned to your wishes, can prove problematic if not updated. Please Join us for this complimentary informational seminar at Punta Gorda Charlotte Library. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!
This content isn’t available here
Access this content and more in the LinkedIn app
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Join us for an exclusive event where you'll discover how to optimize your Social Security benefits, reduce tax liabilities, and retire with confidence! Learn How the New Tax Law Changes Can Affect You and Your Benefits Topics: ✔️Social Security Benefits File for benefits early or delay taking them? Which is better for you? ✔️Legislative Impact Recent tax law changes and the impact on retirees. ✔️Asset Taxation Learn how to turn forever-taxed money into never taxed money. ✔️Net Income Maximization How you may be able to reduce or eliminate taxes on your Social Security. ✔️Strategy Implementation Learn the rules you need to know when you transition from wealth accumulation to wealth distribution. Register here: https://loom.ly/-tQk0so #SocialSecurity #TaxLawChanges #RetirementPlanning #FinancialSecurity #WealthManagement #MaximizeBenefits #TaxEfficiency #RetireWithConfidence #FinancialEmpowerment #ExclusiveEvent
Financial EDU | The Punta Gorda Library | March 25th and 26th, 2024
financialedu.com
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Join us for an exclusive event where you'll discover how to optimize your Social Security benefits, reduce tax liabilities, and retire with confidence! Learn How the New Tax Law Changes Can Affect You and Your Benefits Topics: ✔️Social Security Benefits File for benefits early or delay taking them? Which is better for you? ✔️Legislative Impact Recent tax law changes and the impact on retirees. ✔️Asset Taxation Learn how to turn forever-taxed money into never taxed money. ✔️Net Income Maximization How you may be able to reduce or eliminate taxes on your Social Security. ✔️Strategy Implementation Learn the rules you need to know when you transition from wealth accumulation to wealth distribution. Register here: https://loom.ly/-tQk0so #SocialSecurity #TaxLawChanges #RetirementPlanning #FinancialSecurity #WealthManagement #MaximizeBenefits #TaxEfficiency #RetireWithConfidence #FinancialEmpowerment #ExclusiveEvent
Financial EDU | The Punta Gorda Library | March 25th and 26th, 2024
financialedu.com
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🌟 We're absolutely thrilled by the fantastic feedback we've received! 🙌😊 Moments like these truly fuel our passion for delivering exceptional service. Your support means the world to us, and we're excited to keep surpassing your expectations in the days ahead. 💯🚀 #CustomerFeedback #TopNotchService #Grateful #Support #ExceedExpectations #CustomerSatisfaction #PassionForService #KeepImproving #JourneyToExcellence #ThrilledFeedback #precisefsolutions
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