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Precise Financial Solutions
Categories
FINANCIAL PLANNERS/FINANCIAL SERVICES
Hours:
Monday thru Friday 9am-6pm
About Us
Precise Financial Solutions helps individuals confidently prepare for retirement with personalized strategies that protect their assets and secure their legacy. We specialize in income planning, tax efficiency, and estate protection to ensure long-term financial peace of mind.
Events
Will Awareness Workshop - Is Your Legacy Protected
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Wednesday Mar 4, 2026
Will Awareness Workshop - Is Your Legacy Protected
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Wednesday Mar 4, 2026
Will Awareness Workshop - Is Your Legacy Protected
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Friday Mar 6, 2026
SOCIAL SECURITY - TAXES IN RETIREMENT
- maximize social security, social security benefits, retirement planning, taxes, precise financial solutions
- Tuesday Mar 17, 2026
SOCIAL SECURITY - TAXES IN RETIREMENT
- maximize social security, social security benefits, retirement planning, taxes, precise financial solutions
- Thursday Mar 19, 2026
Rep/Contact Info
View Personal Bio
Sarah Rosas
Managing Partner
- Phone: (941) 203-6538
- Send an Email
- 22119 Elmira Blvd Port Charlotte FL 33952
