为明天做计划
Our foundation is built on fostering a long-term and meaningful relationship with you for life.
我们的福利
Welcome to 佛罗里达金融策略
佛罗里达金融策略 is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow and conserve your wealth by delivering an unprecedented level of personalized service.
客观的
在FFS, we strive to make your financial dreams a reality. 作为你的金融专业人士, our agents provide objective guidance that considers your current financial situation to get you to your dream state as efficiently as possible.
谨慎的
Our investors home in on prudent investments which offer greater potential to work in your favor. While we assess the possibility of adverse events, we work on creating a healthy investment portfolio that will build your wealth over time.
有经验的
We at 佛罗里达金融策略 have dedicated their careers to helping people realize their financial goals for decades. Our agents have worked side by side with people from all kinds of backgrounds and financial means to make ambitious -- but possible -- dreams come true.
需要基础
While we are just as eager as you are to achieve your financial goals, our independent agents use caution when offering you choices to grow your wealth. You can work with our advisors on an as-needed basis.
Comprehensive, Client-Focused Solutions
别忘了做计划
财务规划
We know that each journey toward financial independence is unique and consider your lifestyle and personal preferences at each step. When deciding who to turn to for advice in this arena, our financial advisors should be your first choice.
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To achieve financial independence, saving money isn’t enough. 你需要让钱成倍增长. Find out how our investment managers can help you do just that with minimal risk.
保险
A quality life insurance plan can provide peace of mind for you and your dependents. Life insurance ensures your dependents are provided for financially when you pass away. Talk to us to see if term life or whole life insurance is right for you.
我们的服务
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了解更多 about the diverse services we offer to help you gain more financial freedom.
财务规划
Whether you’re nearing retirement age, 已经退休了, 或者刚刚开始一份有意义的职业, you may have financial goals you wish to achieve and might not be sure where to start. 在FFS, we aim to provide the guidance and support you need to get where you want to be, 从经济角度讲.
投资组合风险分析
Trust our investment managers to effectively allocate your assets and optimize a custom portfolio while monitoring its performance over time. Our independent investment agents work to reduce your risk and maximize your potential dividend yields.
年金压力测试
Find out if your annuities are working for you with our annuity stress test. We’ll determine whether they are overburdening you with fees, compare how they perform against other annuities available to you, 和更多的.
房地产 & 遗产规划
For most people, growing their wealth isn’t their only financial goal. Preserving your wealth and passing it on to future generations is an important component of any financial plan.
我们的福利
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While these services might be reliable sources of help and guidance and give you information about different options, they don’t offer what is known as ‘regulated’ financial advice.
Whether you are just starting to think about organizing your financial life, or are ready to take the next steps, the truth is this is very important and it's easy to get started.
我们的服务
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Financial advisers are authorised and regulated by the Financial Conduct
Authority (FCA) and therefore provide regulated financial advice.
设计
Regulated advisers can only recommend and sell you products that are suitable for you.If they sell you an inappropriate product or give you inappropriate advice, you can make a complaint.
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Regulated advisers can only recommend and sell you products that are suitable for you.If they sell you an inappropriate product or give you inappropriate advice, you can make a complaint.
让我们认识一下
The sooner we touch base, the sooner your dreams can become real life. Reach out to one of our independent advisors today for effective and sound financial advice that will help you grow your wealth. Our advisors look forward to working on your finances so you can enjoy a more prosperous life!