Precise Financial Solutions

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

09/01/2026

A financial plan isn’t complete without a plan for what happens to everything you’ve worked so hard to build.

Estate planning isn’t just about wills and trusts. It’s about making your wishes clear, protecting the people you love, and making sure your financial plan continues beyond you.

That’s why estate planning is an important part of the conversations we have around holistic financial planning.

Because building wealth is only part of the plan. Protecting it matters too. 🌴

08/28/2026

We spend so much time helping our clients prepare for the future. This night was about pausing and enjoying the present with them. 💜

Our client appreciation casino night was filled with great conversations, plenty of laughter, a little friendly competition and so many special moments.

To our clients, thank you for the trust you place in Precise Financial Solutions. We are truly grateful for the relationships we have built and for the opportunity to celebrate you.

And to our team, family and everyone who helped bring the evening together, thank you for making it such a memorable night.

Planning ahead isn’t just about paperwork but about making things clearer for the people you love.Join us this Friday, A...
08/26/2026

Planning ahead isn’t just about paperwork but about making things clearer for the people you love.

Join us this Friday, August 28, for our Will Awareness Workshop with Sarah Rosas, ChFC®, where we’ll discuss practical ways to get organized, better understand your will, and prepare your family for the future.

📍 Bonita Springs Library
🕙 10 AM & 2 PM
📅 Friday, August 28, 2026

Seats are limited. Register through the link in our bio or send us a DM to reserve your spot.

08/22/2026

Your 401(k) has been growing alongside your career. But have you thought about what happens when it’s finally time to use it?

Contributions are only one part of the story. How you manage and eventually draw from those savings can matter just as much.

Make sure your 401(k) has a plan beyond your last paycheck. Contact Precise Financial Solutions to discuss your retirement strategy.

08/19/2026

You wouldn’t accept a job without knowing what you’ll be paid… so why should retirement be any different?

After 40 years of working, understanding where your retirement income will come from matters.

Know your numbers before your last day on the job. Contact Precise Financial Solutions to start the conversation.

Do You Have a Will? More importantly... is it up to date?Join us for a complimentary Will Awareness Seminar and learn ho...
08/19/2026

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

The best financial plans aren't built for ideal conditions.They are built with the understanding that markets, tax laws,...
08/17/2026

The best financial plans aren't built for ideal conditions.

They are built with the understanding that markets, tax laws, personal circumstances, and priorities will change over time.

A strong strategy isn't about predicting the future. It's about being prepared to adapt when the future looks different than expected.

If recent market uncertainty has raised questions about your strategy, send us a message. We'd be happy to start the conversation.

Financial confidence doesn't always come from having more.Often, it comes from understanding how your financial decision...
08/13/2026

Financial confidence doesn't always come from having more.

Often, it comes from understanding how your financial decisions connect to your goals and having a strategy that supports them.

Clarity can be one of the most valuable outcomes of thoughtful planning.

Do you think confidence comes more from preparation or accumulation?

08/05/2026

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

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

Telephone

+18002858792

Website

Alerts

Be the first to know and let us send you an email when Precise Financial Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Precise Financial Solutions:

Shortcuts

Share

Category