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At Florida Financial Planning, we are a fee-only, advice-only fiduciary firm dedicated to guiding families through informed financial decisions. Whether you're approaching retirement, already retired, or building wealth as a young professional, our proven process is designed to address your pressing financial questions. With a CERTIFIED FINANCIAL PLANNER™ professional leading our team, we uphold the highest standards of integrity and proficiency. Our flat-fee pricing model offers transparency and aligns our interests with yours, minimizing conflicts of interest.
While Orlando, FL is our primary neighborhood, we serve clients nationwide through virtual meetings, making expert financial guidance accessible regardless of location.
Take the first step toward financial confidence by scheduling a complimentary introductory meeting with us today.
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