Fiduciary Financial Advisor Serving Orlando, Winter Garden, & Clermont, FL
No Hidden Fees. Just Clear Advice.
We are a Fee-Only and Advice-Only firm, helping families make better informed decisions with their money.
What do we do?
We provide financial advice, with a focus on tax efficiency, to folks nearing retirement, those already in retirement, and to younger professionals building wealth.
Our focus is on your pressing questions.
- Can I retire?
- How can I turn my nest egg into a paycheck?
- Will I run out of money?
- How should I invest my money?
- How can I minimize taxes on my investments and income?
- Am I financially prepared for emergencies?
Florida Financial Planning is a fee-only, advice-only financial advisor in Orlando Florida and serve families across the country through virtual meetings.
Why Choose FFP?
As a fiduciary, our #1 focus is on what you value most in life.
We have the credentials: CFP® - CERTIFIED FINANCIAL PLANNER™
We have the expertise and knowledge having served hundreds of individuals and families, at all different stages of their financial journey.
We have a well-defined proven process.
Flat-fee pricing offers clarity, predictability, and minimizes conflicts of interest, at a price that makes sense.
Our #1 goal is to win a lifetime relationship by providing an extremely valuable experience.
