CALL US FOR A FREE CONSULTATION 727-254-4976
Your financial future starts now. Let us help you get moving in
the right direction.
KEY TAX & FINANCIAL SERVICES | 905 E. MLK DRIVE, #228 | TARPON SPRINGS, FL 34689 | 727-254-4976
Partnering with you for your financial success.
We are licensed independent financial consultants with one goal in mind: helping you achieve your financial goals.
Our mission is to provide financial clarity for each and every client. As a family-owned firm, we understand that your family depends on you to make good decisions about your retirement. Our job is not only to assess your family’s financial needs but also to ensure that you and your family understand all of the options available to you.
A simple and effective approach.
By exploring your past, present, and future financial goals with a holistic approach, we are able to bring financial clarity and peace of mind to every client. Success is not off somewhere in the distance; it is a process that starts now with your individualized plan. Through constant communication and diligence, we are committed to finding out what is best for you today, tomorrow, a year from now, and in the far future.
A financial firm based on ethics, values and trust.
Under the leadership of our founder and President, Michael Prendergast, our mission is to provide financial clarity for each and every client. As a family-owned firm, we understand that your family depends on you to make good decisions about your retirement. Our job is not only to assess your family’s financial needs but also to ensure that you and your family understand all of the options available to you.
Results
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
Relationships
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Relief
Rest assured that when a need arises, our firm is ready and capable to handle everything for youso you can focus on what matters most to you.
Good fortune is in your favor. Let's make it happen.
After taking every asset into account, we produce an all-encompassing financial plan for each client. Everyone worries about how much money they will need to retire and if they will run out of income. By looking at your financial landscape from all angles, we take the guesswork out of retirement. We do not look at it as retirement planning, but as income planning: the amount of income you receive from the vehicles in your financial plan is key to a safe and secure retirement.
FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | TAX PLANNING
KEY TAX & FINANCIAL SERVICES | 905 E. MLK DRIVE, #228 | TARPON SPRINGS, FL 34689 | 727-254-4976
Investment Advisory services offered through Virtue Capital Management, LLC (VCM); a SEC Registered Investment Advisor. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
