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(239) 565-3404

Tax Planning Professionals in Fort Myers

Your Personal Family Financial Planner

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Our Financial Services

We are your dedicated, comprehensive partner in financial management.

  • Financial Planning
  • Retirement Planning
  • Tax Planning and Preparation
  • Insurance Planning
  • Health Insurance Planning
  • Medicare Planning
  • Social Security Planning
  • Property and Casualty Planning

Tax Planning And Preparation

Tax season is almost here again. Have you been using all your credits, deductions, and exemptions to keep money in your pocket and maximize your potential return? If you don’t have a plan for your taxes, you may be letting cash fall by the wayside.

Give Solutions Money Management a call to see how we can plan for your financial success!

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Why Solutions Money Management?

At Solutions Money Management, we put our clients first. By taking a look at your current monetary state, taking a step back to look at the “big picture”, and charting a course to meet your money goals, Solutions Money Management can help you take your money further.

Whether you’re looking to plan for your family’s financial future or get some guidance to make it through tax season, we’re here every step of the way. Call us today to see how we can help.

What Our Customers Think

“We’ve been using Solutions Money Management for our taxes since they opened. They have our taxes done fast and done right the first time.”

—Happy Customer

“Before we make any big decisions, we make sure to run it by Michael first. We started as financial planning clients, and he does our taxes, too.”

—Happy Customer

“I had a small business flipping property, they always were professional and quick to call back.”

—Happy Customer

Need Financial Guidance?

When you need financial guidance in southwest Florida, Solutions Money Management has the expertise you need. Schedule a consultation today!

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3443 Hancock Bridge Pkwy Ste 201
North Fort Myers, FL 33903

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