Business Details
6 Years
experience
Your Trusted Financial Partner in Maitland, FL
Florida Financial Strategies is a comprehensive financial services firm dedicated to helping clients achieve long-term financial success. With decades of combined experience, our team of certified financial advisors provides objective guidance tailored to individual financial situations, focusing on wealth growth, preservation, and retirement strategies. We specialize in personalized financial planning, investment management, and life insurance solutions, emphasizing prudent investment decisions and risk management.Our approach prioritizes client education and disciplined financial practices, ensuring clients maintain focus on their goals while navigating complex financial landscapes. We serve individuals, business owners, and professionals, offering customized programs designed to meet unique financial needs and aspirations.
Services
Financial Planning
Investment Management
Life Insurance
Estate Planning
Annuity Stress Test
Retirement Strategies
Portfolio Risk Analysis
Details
- Year established: 2020
Highlights and features
- We offer decades of experience in personalized financial planning and investment management.
- Our advisors provide objective guidance aligned with your unique financial situation.
- We specialize in prudent investment strategies to minimize risk and maximize returns.
- Our team prioritizes client education and disciplined financial decision-making.
- We deliver comprehensive solutions for retirement, estate planning, and wealth preservation.
Associations and certifications
- SEC Registered Investment Advisor (RIA)
- FINRA
Services
Financial Planning
Our financial planning services help clients achieve long-term goals through customized strategies. We analyze income, debts, and aspirations to create actionable plans for retirement, emergency funds, and tax optimization. With a focus on disciplined investing and risk management, we empower clients to make informed decisions that align with their lifestyles and financial objectives.
Investment Management
We offer SEC-registered investment management to grow and preserve wealth. Our team conducts asset allocation, stock selection, and portfolio monitoring to optimize returns while minimizing risk. By integrating investments into broader financial plans, we ensure strategies align with retirement goals, estate planning, and legacy preservation for individuals and business owners.
Life Insurance
We provide term and whole life insurance solutions to protect dependents and preserve wealth. Our advisors evaluate client needs to recommend policies that replace income, cover estate taxes, or fund trusts for lifelong dependents. We connect clients with providers to secure comprehensive coverage at competitive rates, ensuring financial security for families.
Estate & Legacy Planning
Our estate planning services focus on preserving wealth for future generations. We develop strategies to minimize taxes, establish trusts, and ensure smooth asset transfer. By integrating life insurance and legal tools, we help clients protect inheritances, support lifelong dependents, and create lasting legacies aligned with their financial goals.
Annuity Stress Test
We analyze existing annuities to assess performance and fees. This service identifies whether annuities align with financial goals, comparing them to market alternatives. By evaluating risk levels and potential returns, we help clients optimize retirement income streams and avoid unnecessary costs in their investment portfolios.
People
Jeffrey Skraban
Financial Advisor
Jeffrey Skraban brings extensive experience in financial planning, specializing in retirement strategies and investment management. He focuses on building long-term client relationships to achieve financial goals.
Thomas Hood
Financial Advisor
Thomas Hood offers expertise in wealth preservation and insurance solutions. He works closely with clients to develop personalized plans that ensure financial security and legacy protection.
Dwight Dykstra
Financial Advisor, CLU, ChFC
Dwight Dykstra, a Chartered Life Underwriter and Chartered Financial Consultant, specializes in complex financial planning. He helps clients navigate retirement income, estate planning, and risk management with tailored solutions.
Questions
What financial services do you specialize in?
We specialize in financial planning, investment management, life insurance, retirement strategies, estate planning, and annuity reviews tailored to individual client needs.
How do you personalize financial plans?
We analyze your income, debts, goals, and risk tolerance to create customized strategies for retirement, wealth growth, and legacy preservation.
Are your advisors certified?
Yes, our team includes SEC-registered advisors and professionals with designations like CLU and ChFC, ensuring expertise in financial planning and insurance.
How are investment fees structured?
Fee structures vary by service; we provide transparent details during consultations to ensure clarity on costs and investment terms.
Do you offer retirement income planning?
Yes, we help clients calculate retirement savings needs, optimize Social Security benefits, and create sustainable income streams for post-retirement life.
Can I schedule a consultation?
Yes, contact us at (800) 374-4858 or via our website to schedule a free consultation with a financial advisor.
