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DISCLOSURES

The information found on this website is provided as general information and is not intended to be specific financial guidance.

The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information.

Before you make any financial decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Providing personal information may result in contact from an insurance agent.

Any materials that are made available to download from this website are the copyrighted work of the company and/or its or suppliers or other third parties. Without limiting the foregoing, copying or reproduction of the materials to any other server or location for further reproduction or redistribution is expressly prohibited.

This Disclosure is effective October 9th, 2017. The disclosure may change at any time without notice.
Unauthorized use of the material is prohibited.

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For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

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Or give us a call at (888) 297-8237

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CONTACT US

OUR LOCATION

QUICK LINKS

Phone: (888) 297-8237
Fax: (800) 285-8792

FL Headquarter Office
22119 Elmira Blvd
Port Charlotte
FL 33952

© 2025 Precise Financial Solutions

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Precise Financial Solutions and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Precise Financial Solutions. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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