NEW PORT RICHEY, FL, November 20, 2012 (Press-News.org) F.J. Velten & Sons, Inc., the Tampa-based financial services company, is now a one stop shop for all of an individual's financial needs, whether it be investments, financial planning, annuities, estate planning, insurance or tax services. The firm aims to assist clients in every possible aspect of their financial lives through the most personal service possible, and strives to help their clients create financial stability and achieve financial independence.
F.J. Velten Insurance Agency, Inc., provides individuals and businesses with all types of insurance services, including homeowners and flood insurance, auto insurance, commercial insurance, life insurance, health insurance, disability insurance, long-term care, and umbrella insurance.
F.J. Velten & Sons, Inc. Investments and Financial Planning, the agency's Investments and Financial Planning Division, provides a hands-on approach to financial guidance, particularly with various investments such as annuities, mutual funds, stocks and bonds. The agency's Certified Financial Planner(TM) Professional will help keep clients focused on their goals, advise them on how to attain them, and will constantly remind them on the importance of maintaining a disciplined approach in order to obtain these investment objectives.
F.J. Velten & Sons, Inc., the Estate Planning Division, encompasses everything from a thorough review and evaluation of the individual's current circumstances and estate plan to recommendations regarding revisions needed to remain up to date with any changes to one's family and financial situations, as well as state laws. This would include an analysis of any existing estate planning documents (i.e. Trusts, Wills, Durable Powers of Attorney, etc.) and whether they meet the individual's current estate and financial planning requirements, advice regarding any revisions to the estate plan and guidance through the process of updating the strategy, including the drafting and execution of new documentation.
F.J. Velten & Sons Tax Services, Inc., the Tax-Planning Division, offers tax-planning services for both individuals and businesses. The agency also offers individual federal and state tax return preparation. This division performs a systematic analysis of a client's various tax options that aim to minimize tax liability in both present and future tax periods.
According to Financial Planner Frank J. Velten, President and Founder of F. J. Velten & Sons, Inc. Investments and Financial Planning, F.J. Velten Insurance Agency, Inc. and F.J. Velten & Sons Tax Services, Inc., "Our team of professionals is committed to providing our clients with unsurpassed, excellent customer service, and meeting the financial planning, investment, insurance, estate planning and tax advisory needs of our clients."
F.J. Velten & Sons, Inc. is headquartered in New Port Richey, FL, and serves clients throughout the Tampa/St. Petersburg/Clearwater metro area. For more information, call F.J. Velten & Sons, Inc. at 1-866-815-0300 or visit http://www.velteninsurance.com.
Tampa Area Company Provides One-Stop Shop for Investments, Financial Planning, Estate Planning, Insurance and Tax Services
F.J. Velten & Sons, Inc., the Tampa-based financial services company, is now a one stop shop for all of an individual's financial needs, whether it be investments, financial planning, annuities, estate planning, insurance or tax services.
2012-11-20
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[Press-News.org] Tampa Area Company Provides One-Stop Shop for Investments, Financial Planning, Estate Planning, Insurance and Tax ServicesF.J. Velten & Sons, Inc., the Tampa-based financial services company, is now a one stop shop for all of an individual's financial needs, whether it be investments, financial planning, annuities, estate planning, insurance or tax services.