Skip to content

Plan For Tomorrow

Our foundation is built on fostering a long-term and meaningful relationship with you for life.

Our Benefits

Welcome to Florida Financial Strategies

Florida Financial Strategies is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow and conserve your wealth by delivering an unprecedented level of personalized service.

Objective

At FFS, we strive to make your financial dreams a reality. As your Financial Professionals, our agents provide objective guidance that considers your current financial situation to get you to your dream state as efficiently as possible.

Prudent

Our investors home in on prudent investments which offer greater potential to work in your favor. While we assess the possibility of adverse events, we work on creating a healthy investment portfolio that will build your wealth over time.

Experienced

We at Florida Financial Strategies have dedicated their careers to helping people realize their financial goals for decades. Our agents have worked side by side with people from all kinds of backgrounds and financial means to make ambitious -- but possible -- dreams come true.

Needs Based

While we are just as eager as you are to achieve your financial goals, our independent agents use caution when offering you choices to grow your wealth. You can work with our advisors on an as-needed basis.

Our Advice

Integrated Advice. Collaborative Solutions

Financial advisers are authorized and regulated by the Financial Conduct Authority (FCA) and therefor provide regulated financial advice.

Regulated advisers can only recommend and sell you products that are suitable for you. If they sell you an inappropriate product or give you inappropriate advice, you can make a complaint and if necessary take your complaint to the Financial Ombudsman Service opens in new window. Deciding whether to use a regulated financial adviser depends on how complicated your finances are and what type of product or service you want.

Enhancing wealth if you're looking for a basic savings product of straightforward car or house insurance you might not need.

Enhancing wealth if you're looking for a basic savings product of straightforward car or house insurance you might not need.

Enhancing wealth if you're looking for a basic savings product of straightforward car or house insurance you might not need.

Enhancing wealth if you're looking for a basic savings product of straightforward car or house insurance you might not need.

Comprehensive, Client-Focused Solutions

Don’t Forget to Plan for

plan (1)

Financial Planning

We know that each journey toward financial independence is unique and consider your lifestyle and personal preferences at each step. When deciding who to turn to for advice in this arena, our financial advisors should be your first choice.

wealth (1)

Investment Management

To achieve financial independence, saving money isn’t enough. You need to make money multiply. Find out how our investment managers can help you do just that with minimal risk.

retirement-plan (1)

Insurance

A quality life insurance plan can provide peace of mind for you and your dependents. Life insurance ensures your dependents are provided for financially when you pass away. Talk to us to see if term life or whole life insurance is right for you.

Our Services

How can we help?

Learn more about the diverse services we offer to help you gain more financial freedom.

Financial Planning

Whether you’re nearing retirement age, already retired, or just starting a rewarding career, you may have financial goals you wish to achieve and might not be sure where to start. At FFS, we aim to provide the guidance and support you need to get where you want to be, financially speaking.

Portfolio Risk Analysis

Trust our investment managers to effectively allocate your assets and optimize a custom portfolio while monitoring its performance over time. Our independent investment agents work to reduce your risk and maximize your potential dividend yields.

Annuity Stress Test

Find out if your annuities are working for you with our annuity stress test. We’ll determine whether they are overburdening you with fees, compare how they perform against other annuities available to you, and more.

Estate & Legacy Planning

For most people, growing their wealth isn’t their only financial goal. Preserving your wealth and passing it on to future generations is an important component of any financial plan.

Our Benefits

Helping clients just like you

While these services might be reliable sources of help and guidance and give you information about different options, they don’t offer what is known as ‘regulated’ financial advice.

Weather you are just starting to think about organizing your financial life, or are ready to take the next steps, the truth is this is very important and it's easy to get started.

helping clients version b - transparent image to replace mike lester (4)

Our Services

Investment Management

Financial advisers are authorised and regulated by the Financial Conduct
Authority (FCA) and therefore provide regulated financial advice.

Design

Regulated advisers can only recommend and sell you products that are suitable for you.If they sell you an inappropriate product or give you inappropriate advice, you can make a complaint.

Management

Regulated advisers can only recommend and sell you products that are suitable for you.If they sell you an inappropriate product or give you inappropriate advice, you can make a complaint.

Let's Get Acquainted

The sooner we touch base, the sooner your dreams can become real life. Reach out to one of our independent advisors today for effective and sound financial advice that will help you grow your wealth. Our advisors look forward to working on your finances so you can enjoy a more prosperous life!