Financial Planning

At McCloskey & Associates Fiduciary Wealth Management, we believe that written strategic plans will help identify and solve specific problems. Once those roadblocks have been assessed, families can then focus on getting their specific needs met and building their future. Depending on the complexity of the plan, there is a one-time fee charged for this initial plan, which normally includes:

Cash-flow Management Strategies
Retirement Income and Capital Needs Analysis
Investment Analysis and Strategies
Risk Management Strategies
Estate Planning and Tax Minimization
Long-term Care Estate Planning (asset protection from nursing homes)

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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McCloskey & Associates Fiduciary Wealth Management offers fiduciary wealth managementt services for businesses across Melbourne, Orlando, Lakeland, Tampa, West Palm Beach, and the surrounding areas.