William Kleinert

Florida Financial Advisors (FFA) is a top-rated full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We understand how intimidating it can be to work with a large financial group, so we take a personalized approach and work together with you to navigate your financial strategy. We are a group of highly trained professionals committed to helping you achieve your needs and goals in life. FFA has designed unique ways to enhance your plans to grow your wealth, invest in your future and protect your family. The FFA Solution was created with “Floridian” as the centerpiece of financial success. We have customized our services to specifically fit the financial needs of Florida residents. Our FFA model was designed to help you maximize your largest opportunity to accumulate assets: your employer. From robust matching 401(k)s to stock options to pensions (yes, many Florida employers still offer pensions, something not seen with many employers), we will explore all avenues to be sure you are getting the highest return from your employer benefits package. We offer: • Investment recommendations and ongoing management • Critiques of current financial planning strategies and investments • Analysis of insurance needs • Cash-flow expense planning • College funding strategies • Estate and survivorship planning • Income tax advice and preparation • Advice on tax-deferred retirement plans • Planning for retirement So whether you need guidance on financial planning, wealth management, insurance, investing, retirement, estate planning or wealth preservation – we are committed to help you navigate your financial options to ensure the achievement of your financial goals. Contact : Email: Jason.mickool@floridafa.com Phone: 617-275-6600