Precise Financial Solutions

Precise Financial Solutions

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We specialize in providing personalized strategies to achieve your financial goals.

06/12/2026

Do You Have a Will? More importantly... is it up to date?

Join us for a complimentary Will Awareness Seminar and learn how to:

✔️ Avoid probate
✔️ Protect your assets and loved ones
✔️ Understand Wills, Trusts, Powers of Attorney & Healthcare Directives
✔️ Reduce taxes and potential nursing home costs

Don't leave your family's future to chance.

👫 Spouses are encouraged to attend.
🎟️ Seating is limited—reserve your spot today!
https://www.precisefsolutions.com/events

06/05/2026

Are annuities good for you?

The answer depends on your goals. For some retirees, annuities can provide a predictable stream of income and help create greater confidence in retirement.

For others, different strategies may be more appropriate. That's why understanding how annuities work and how they fit into your overall financial plan is so important.

There is no one size fits all approach to retirement planning. The right solution is the one that aligns with your unique needs, timeline, and objectives.

Curious whether an annuity makes sense for your situation? Contact our team to schedule a complimentary consultation and explore your options.

05/29/2026

Most people know they need a will.

Far fewer understand what can happen when they don’t have one.

That’s why we host these educational seminars, to help individuals and families better understand their options, ask questions, and make informed decisions about their future.

A little planning today can make a big difference for the people you care about tomorrow.

Interested in attending our next seminar? Send us a DM or visit our website to learn about our upcoming events.

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Telephone

Address


22119 Elmira Boulevard
Port Charlotte, FL
33952

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm