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For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

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

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CONTACT US

OUR LOCATION

Phone: (941) 203-6538
Fax: (800) 285-8792

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

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Bonita Springs Office​

3300 Bonita Beach Rd SW #126

Bonita Springs, FL, 34134

 

Satellite Offices
Naples, Fort Myers, and Sarasota

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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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