FINANCIAL SERVICES DR PHILLIPS

Families have put down roots in communities like Bay Hill, Phillips Landing and Vizcaya, and many have built careers or businesses here. As life gets more complicated, your money deserves a plan. Fajardo & Associates offers financial services that consider your goals and your taxes together.

Retirement

Whether retirement is close or decades away, we can review your income needs, pensions and investments with you. We are not tied to specific financial service providers, so you can expect an independent point of view.

Selling a business or property

Owners who have spent years building a business, or who own a rental property, may face a large tax question when they decide to sell. As a tax firm, we can help you understand the effects before you sign.

Business finances

If you own a business, we can help with budgets and forecasts, and offer external CFO support when your company needs it.

One firm for planning and returns

Working with a tax preparation company that also understands your wider plans means your return can reflect the decisions you made during the year, and next year's plan can build on it.

Your neighbor on W. Sand Lake Road. Our office is at 7380 W. Sand Lake Road, Suite 500, Orlando, FL 32819. Call 407-720-7220 or send us a message to make an appointment.