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Services | Precise Financial Solutions

At our core, we’re passionate about delivering top-quality retirement planning services. Our clients are individuals and couples alike, and we customize each financial strategy to help them meet their long-term goals. With our help, you can achieve a more secure retirement for you and your family.

Trust us to safeguard your future!

Retirement assets can be exposed to 6 major risks:

  • Inflation Risk

  • Market Risk

  • Withdrawal Rate Risk

  • Longevity Risk

  • Tax Risk

  • Medical Expenses/ Long-Term Care Expenses

Planning on the beach

Services

MAXIMIZING ESTATE
PLANNING BENEFITS
SECURE RETIREMENT
PLANNING STRATEGIES
TAX 
PLANNING
LONG-TERM CARE &
LIFE INSURANCE
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Understanding how Tax Planning is used to manage your tax bill should be a major part of any reliable financial approach.
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

We specialize in the following areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

  • Asset Diversification

  • Portfolio Management

  • Tax-Efficiency

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

  • Retirement Income Strategies

  • Fixed & Indexed Annuities

  • Risk-Management

Give

Provide for the people and causes you care about the most.

How?

  • Legacy Planning

  • Charitable Inclinations

  • Estate Strategies

We can also assist with the following:

SOCIAL SECURITY
MAXIMIZATION

MEDICARE

PROJECTIONS

Modern House

ESTATE PLANNING

Contract Signature

TRUSTS

No Obligations. Just Solutions.

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READY TO TAKE

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

THE NEXT STEP?

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

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.

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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