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.
We focus 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 located in Orlando Florida and serves families across the country through virtual meetings. We are able to serve regardless of location as most of our families are outside of our neighborhood.
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.
