Big enough to meet all of
your requirements.

Experienced Worker

At Fixology, we take pride in our team of skilled and experienced workers who bring a wealth of expertise to every project. Our commitment to excellence is reflected in the proficiency and dedication of our workforce.

Verified Handyman

At Fixology, your peace of mind is our priority. We take pride in offering handyman services provided by a team of verified professionals. Our commitment to excellence extends beyond skill and experience; it's about ensuring that you can trust the individuals who enter your home or office.

Anytime Booking

we understand that your schedule is unique, and your time is valuable. That's why we offer anytime booking for our handyman services. Our commitment to convenience means you can get the help you need when it suits you best.

KNOW ABOUT US

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Financial planning is the foundation for your entire financial journey.

It connects all the components of a comprehensive wealth management plan, including investments, taxes, estates, and corporate trusts, acting as a roadmap to help ensure your long-term goals are met. For example, if you want to retire early, a financial plan will help you determine what you need to save annually, the investment returns required, and the overall net worth you need to obtain in order to maintain your desired lifestyle in retirement.

 
Investing your life’s savings

is serious business.

It is a means to an end, and it all starts with your financial plan. We believe high-quality financial planning is a prerequisite to a successful investing experience.

WHY CHOOSE US

Precise Tax Financial Group Tailors Your Portfolio to Your Unique Needs

  • Building, managing, and monitoring an asset allocation with the highest probability of success that’s unique to your time horizon, financial needs, and risk tolerance.
  • Optimizing your portfolio across taxable, tax-deferred, and tax-free accounts, taking into account your income level, capital gains, and our capital market assumptions.
  • For clients who express a desire for an ESG-specific portfolio, we can invest in companies with high environmental, social, and governance ratings.

Your Financial Advisor Will:

  • Listen to your individual situation to uncover your financial goals and consider all your wealth management needs, from lifestyle and retirement to charitable giving and legacy.
  • Prepare and analyze your balance sheet, including net worth, cash flow planning, saving, and budgeting.
  • Manage your investments, income taxes, retirement, estate plans, and children’s education plans, and show you how it all works together to help you achieve Economic Freedom™.
  • Identify potential risks to you and your loved ones so that you may keep more of your wealth and don’t have to worry about you or your family’s financial future.

An institutional grade portfolio designed to meet your goals

Professionally monitored

Your portfolio will be overseen and monitored by our professional investors

Cost-efficient

Our scale allows us to minimize costs while maximizing sophistication

Academically-grounded

Investment decisions rooted in cutting-edge financial research

Personalized to your family’s needs

Investments that meet your, not our firm’s, needs

COMPREHENSIVE FINANCIAL SERVICES

  • Full-service, cloud-based financial services without the worry. A virtual firm with dedicated teams and specific expertise for nonprofit and nontraditional organizations.

Tax planning is integral

to maximizing and managing your wealth.

And key to wealth management is having a financial plan that not only takes into consideration ways to reduce tax outlays in the long term, but how much you need to pay now and in the future.

A good tax plan also takes into account laws that will impact your taxes. For families, especially those with children, it’s important to know how these laws may impact your financial plan.

BOOK SERVICE NOW

A trusted full-service financial partner and advisor that helps nonprofit and Social Impact Organizations achieve their goals.

Our Mission

Our mission is to help clients grow, build their capacities, and achieve their goals. Success is our main focus and getting there as a team is our top priority.

Our financial services are designed to help you focus on what matters

Our goal is to make running your organization easier and maybe even a little more fun. When you can let go of the things that keep you tied up, you can focus on the things you enjoy.

Contact Us

Let's Get in

Touch

Call Us

561-408-0692

Address

2501 Bristol Drive unit B1 West Palm Beach Fl 33409

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