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Gain Clarity And Control

Retirement means different things to different people…there’s no longer a set date when they’ll leave the workforce. You may decide to continue working part time or start your own business.

Creating Reliable Income Streams
Minimizing Inflation and Taxes
Putting Healthcare Costs in Perspective

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Preserve And Share Your Wealth

We want to help you decide how you want your assets to be shared during and beyond your lifetime.

It’s never too early to think about the legacy you want to create on behalf of the people and “causes” you care about

Contributing where it counts
Making gifts in your lifetime
Designing your estate plan

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    Exceeding Your Expectations

    Proven expertise

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    Understanding Today's Financial Environment

    Integrity and sincerity are the foundational philosophy of Financial Advisory Institute, LLC., a full service investment financial advisory firm that offers a one-stop solution for all of your financial and investment needs.

    Founded with the goal of assisting clients in every aspect of their financial lives, our company strives every day to help create financial stability and security.

    As an added value, we strive to point our clients in the right direction through referrals of non-affiliated business professionals in areas outside of our scope of expertise such as legal, trust and fiduciary services, accounting and small business advice, real estate transactions, loan modification and short-sale specialists, as well as any other areas of expertise with which our clients have a need.

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    Fox 35 News Orlando

    Check us out on Fox 35 News

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