Precise Financial Solutions

Precise Financial Solutions

Categories

FINANCIAL PLANNERS/FINANCIAL SERVICES

About Us

Precise Financial Solutions helps individuals confidently prepare for retirement with personalized strategies that protect their assets and secure their legacy. We specialize in income planning, tax efficiency, and estate protection to ensure long-term financial peace of mind.

Events

Will Awareness Workshop - Protect Your Legacy
  • precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
  • Tuesday Jun 16, 2026
Will Awareness Workshop - Protect Your Legacy
  • precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
  • Tuesday Jun 16, 2026
Will Awareness Workshop - Protect Your Legacy
  • precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
  • Tuesday Jun 16, 2026

Rep/Contact Info

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View Personal Bio
Sarah Rosas
Managing Partner

Printed courtesy of www.charlottecountychamber.org – Contact the Charlotte County Chamber of Commerce, Inc. for more information.
2702 Tamiami Trail, Port Charlotte, FL 33952-5129 – (941) 627-2222 – askus@charlottecountychamber.org