Broker Check

Services

We Are an Independent, Fee Only Registered Investment Advisor

No one strategy fits everyone, which is why every client receives individualized attention — from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.

Because we are an independent advisor, we are able to offer you a comprehensive array of financial services and investment products tailored to your financial needs.

Traditional Investments

Equities

Mutual Funds

Structured Notes

Bonds

Treasury Bills

Government Securities

Treasury Notes

Brokerage Accounts

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Educational Savings Plans

Alternative Investments

Real Estate DSTs

1031 Exchange Strategies

Opportunity Zones

REITs

Real Estate LPs & LLCs

Interval Funds

Private Equity/Debt

Business Development Companies

Energy - Gas & Oil


Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

457(b) Planning

College Plans

Estate Plans

Business Tax Strategies

Real Estate Tax Strategies

Capital Gains Tax Mitigation

Profit Sharing Plans

Insurance, Estate Plan and Tax Review

Disability Income

Life

Long-Term-Care

Auto, Home & Casualty

Business Liability

Trust, Will and Estate Plan

Two Year Personal Tax Filing Review

These products and services are not sold by FIT Strategic Advisors, but are included in our financial planning review


Our Active Investment Strategies are Designed to Buffer Downside Volatility While Allowing Room for Upside Growth

LET US HELP YOU DESIGN YOUR FINANCIAL STRATEGY

Schedule a Complimentary Consultation

For more information about our firm and the services we offer, send us a quick email or call the office at (844) 434-8742. We would welcome the opportunity to speak with you.

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