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Would you like to learn about long term care coverage options?
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READY TO TAKE

THE NEXT STEP?

Not sure which service or appointment is right for you? Start with a complimentary 15-minute Intro call. We’ll briefly discuss what prompted you to reach out, answer general questions about our process and determine the appropriate next step.

Ready for a more in-depth conversation?

Our one-hour Discovery Meeting gives us more time to learn about your goals, concerns and current financial picture. No individualized plan or recommendations are provided during this initial discovery conversation.

Or give us a call at (941) 203-6538

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CONTACT US

OUR OFFICES

Phone: (941) 203-6538
Fax: (800) 285-8792
Email: info@precisefsolutions.com

Port Charlotte Office
22119 Elmira Blvd, Port Charlotte, FL 33952

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Bonita Springs Office​

3300 Bonita Beach Rd SW Suite 126

Bonita Springs, FL, 34134

 

Virtual meetings are available to clients throughout the U.S.

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© 2026 Precise Financial Solutions

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Precise Financial Solutions and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Precise Financial Solutions. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

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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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