About Moisand fitzgerald tamayo, llc
Moisand Fitzgerald Tamayo, LLC: Your Trusted Fee-Only Financial Advisors
Are you looking for a financial advisor who can provide you with unbiased advice free from product sales? Look no further than Moisand Fitzgerald Tamayo, LLC. We are a team of fee-only financial advisors serving clients in Orlando, Melbourne, and Tampa, FL.
At Moisand Fitzgerald Tamayo, LLC, we believe that everyone deserves access to high-quality financial advice. That's why we offer our services on a fee-only basis. This means that we don't receive any commissions or kickbacks for recommending specific products or investments. Instead, our only source of income is the fees that our clients pay us directly.
Our team of experienced advisors has helped countless individuals and families achieve their financial goals over the years. Whether you're just starting out in your career or nearing retirement age, we can help you create a personalized plan that takes into account your unique needs and circumstances.
One of the things that sets us apart from other financial advisors is our commitment to education. We believe that an informed client is a happy client - which is why we take the time to explain complex financial concepts in plain English. We want you to feel confident and empowered when it comes to making important decisions about your money.
So what types of services do we offer? Here are just a few examples:
- Retirement planning: Are you on track to retire when and how you want? Our advisors can help you create a plan that takes into account factors like Social Security benefits, pension plans (if applicable), and investment income.
- Investment management: If you're looking for someone to manage your investments on an ongoing basis, look no further than Moisand Fitzgerald Tamayo, LLC. We'll work with you to create an investment strategy tailored specifically to your goals and risk tolerance.
- Tax planning: Nobody likes paying more taxes than they have to! Our team can help identify strategies for minimizing your tax burden while still staying within the bounds of the law.
- Estate planning: Do you have a plan in place for passing on your assets after death? Our advisors can help ensure that your wishes are carried out smoothly and efficiently.
Of course, these are just some examples - every client's situation is unique! That's why we always start by getting to know YOU first before making any recommendations.
So if you're ready to take control of your finances once and for all - without worrying about hidden fees or conflicts of interest - give Moisand Fitzgerald Tamayo, LLC a call today!