We help you know what is truly important for your family's finances and expertly integrate financial planning, investment management and tax advice. Fee-Only Financial Advisors serving clients nationwide from offices in Orlando, Melbourne & Tampa Florida.
We are confronted by a 24/7 news cycle, a parade of financial gurus, an infinite amount of information on the internet, a deluge of tweets and social media posts, and thousands of people pitching their products and services.That's a lot of noise! At Moisand Fitzgerald Tamayo, LLC, our mission is to be "A Sanctuary from the Noise."
We are confronted by a 24/7 news cycle, a parade of financial gurus, an infinite amount of information on the internet, a deluge of tweets and social media posts, and thousands of people pitching their products and services.That's a lot of noise! At Moisand Fitzgerald Tamayo, LLC, our mission is to be "A Sanctuary from the Noise."
Services
Between our decades of experience as fee-only financial planners and our many leadership positions within the financial planning profession, we know what great financial planners look like. We believe the expertise and accomplishments of our award-winning team of fee-only CERTIFIED FINANCIAL PLANNER professionals, tax specialists, portfolio specialists, and the people who support them are as fine as you will find anywhere in the world.
Why choose us? Because it is important to you that your finances and life savings are in the best shape possible. Personal finance has never been more complex. Discerning what information is important has never been more challenging. You deserve advice from bona fide experts that work solely for you, are truly objective, truly independent and never get paid to sell you products.
Our financial planning and tax services help clients keep their finances in the best condition possible. The tax and financial planning process start with the client's goals. Our analysis, resulting recommendations, and ongoing monitoring have a singular focus of meeting your family's financial objectives and helping you make good financial decisions, no matter what the market or life throws at you.
We are fee-ONLY. We are paid ONLY by our clients and never make commissions, sales incentives, kick-backs, or third-party compensation as is the case of "fee-based" arrangements. We are compensated based upon how your portfolio performs, and not paid based on transactions. As fiduciaries, we have a legal obligation to you to minimize your investment costs such as transaction fees to only those necessary in the managment of your assets.
How your tax rates can change As we enter the last part of 2021, Congress is debating a series of changes to the tax code. Whether you find the proposed changes disconcerting is largely a function of how the changes affect you specifically. From our perspective as advisors, changes in the tax code can alter.
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