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Our Mission

Our mission is to provide top-notch financial education that empowers students to gain a deep understanding of their finances and make smart financial decisions for their future retirement. Shocking data from the Dodd-Frank Commission showed that many Americans lacked basic financial literacy, highlighting the urgent need for financial education. Our Educational Courses offer students a comprehensive education on financial concepts, terms, and strategies that are essential for making informed financial decisions. We make learning easy with our user-friendly format while covering everything you need to know to prepare for your retirement. Our courses run year-round, so check our Upcoming Events page frequently to stay informed.

Upcoming Events

Optimizing

Social Secutiry Benefits &

Taxes in Retirement

Morgan Family Community Center

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6207 West Price Boulevard, North Port, FL 34291

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August 19th 10:00 a.m. or 1:00 p.m. 

Optimizing

Social Secutiry Benefits &

Taxes in Retirement

Florida Southwestern College

Charlotte Campus

Building D, Room 109

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26300 Airport Rd, Punta Gorda, FL 33950

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August 26th 10:00 a.m. or 1:00 p.m.

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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

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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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