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Your comprehensive financial planning and tax team

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About Financial Investment Team

Financial Investment Team (FIT) is a financial services business specializing in direct asset management. There are many things that set us apart from other firms but the biggest benefit we provide is a truly comprehensive approach to planning. One of the ways we do this is by offering tax preparation services to our investment clients. We also assist our clients with their Medicare and healthcare needs. Our highly trained, experienced, and passionate team works diligently to achieve the highest standards the changing demands of the economic environment call for. We feel this is the only way to provide the service you deserve.

Still, there is no better way to provide the service you deserve than by getting to know you! Once we understand your goals, we provide realistic financial guidance to help you accomplish them and monitor your progress. Combine our comprehensive approach to financial planning with well-defined goals and you get a firm that fully considers the impact financial decisions can have on your life and will be there to help you navigate them every step of the way. 


Risk tolerance is the degree of variability in investment returns that an investor is willing to accept.


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