Hurlburt Financial

Hurlburt Financial Fee-only wealth management providing fiduciary services to clients. Services include investments, financial planning, accounting, and taxation.

Committed to helping people accumulate wealth and make better financial decisions for families and businesses. Evans & Hurlburt CPA's, PA, has been serving the financial needs of Lakeland, FL and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you. Our firm provides outstanding service to our clients because of our ded

ication to our underlying principles.We are a full-service CPA firm licensed in FL. We are affordable, experienced, and friendly.

Before you write off your next business trip... ask yourself:✈️ Was the primary purpose of your trip business?🏨 Did you ...
09/03/2026

Before you write off your next business trip... ask yourself:

✈️ Was the primary purpose of your trip business?
🏨 Did you keep receipts and documentation?
🍽️ Do you know which meals and travel expenses qualify?
📋 Are you separating business expenses from personal ones?

If you're unsure about any of these, our newest blog explains the basics of business travel deductions and what every business owner should know.

Read it here:
🔗 https://hurlburtfinancial.com/blog.php?id=183

As August comes to an end, we wanted to take a moment to simply say thank you.Thank you to our clients, friends, and com...
08/31/2026

As August comes to an end, we wanted to take a moment to simply say thank you.

Thank you to our clients, friends, and community for trusting us to be a part of your financial journey. Whether we've worked together for years or recently met, we're grateful for the relationships we've built and the conversations we' shared.

As we head into a new season, we look forward to continuing to help you plan with confidence and navigate whatever comes next.

Wishing you a smooth transition into fall and all that this season brings.

A 401(k) checkup can be a simple way to stay confident about your long‑term retirement strategy. At Hurlburt Financial, ...
08/26/2026

A 401(k) checkup can be a simple way to stay confident about your long‑term retirement strategy. At Hurlburt Financial, we encourage the community we work with to pause and review the basics from time to time.

A few helpful questions to consider include:
• Is your contribution rate where you want it to be?
• Are you taking full advantage of your employer match?
• Does your investment mix still align with your comfort level?
• Have you updated your beneficiaries recently?
• Does your plan still support your long‑term goals?

These questions are a great starting point for understanding whether your current plan continues to make sense for your situation. If you would like to discuss your retirement savings questions, our team is here to help.

Late summer is a great time to pause and take a fresh look at your tax planning before the busy year‑end season arrives....
08/20/2026

Late summer is a great time to pause and take a fresh look at your tax planning before the busy year‑end season arrives. This is when many of our clients review their income to date, consider charitable giving intentions, check in on retirement contributions, and confirm they are on track with their RMDs.

A mid‑year review can make the final months of the year less hectic, and it helps ensure there are no surprises when tax season comes around. As always, be sure to consult your tax professional for specific tax advice.

If you have questions about planning, coordination, or how these pieces fit into your overall financial strategy, our team is here to help.

Emergency funds may not be the most exciting part of financial planning, but they’re still one of the most important. At...
08/17/2026

Emergency funds may not be the most exciting part of financial planning, but they’re still one of the most important. At Hurlburt Financial, we see how having accessible savings can make a big difference when life throws the unexpected your way.

A solid cash reserve helps cover surprise expenses, reduces stress during market downturns, and supports the rest of your long‑term financial plan. The right savings target isn’t the same for every household, which is why our team helps clients find a number that fits their real life—not a one‑size‑fits‑all rule.

If you’re wondering what an emergency fund should look like for your situation, our team is here to talk through how cash reserves can fit into your broader plan.

Cash flow isn’t just about what comes in and what goes out — it’s one of the most practical planning tools we use to hel...
08/13/2026

Cash flow isn’t just about what comes in and what goes out — it’s one of the most practical planning tools we use to help keep your financial life moving in the right direction.

When we understand how income and expenses flow throughout the year, it becomes easier to make informed choices around saving, spending, managing debt, and preparing for retirement income. It can also help you feel more confident as you plan for upcoming milestones.

If cash flow questions are starting to impact your overall plan, our team is here to help you sort through the details and find clarity.

With back-to-school season here, we're sending our warmest wishes to all the families in our network. We hope you have a...
08/07/2026

With back-to-school season here, we're sending our warmest wishes to all the families in our network. We hope you have a wonderful start to the new school year!

As the year continues, if there's anything you'd like to discuss before year-end, please don't hesitate to reach out. We're here to help.

Long-term investing takes patience, and our team at Hurlburt Financial knows how hard that can feel when markets move da...
08/03/2026

Long-term investing takes patience, and our team at Hurlburt Financial knows how hard that can feel when markets move day to day. The bigger picture is what matters most. Staying focused on your goals, keeping a disciplined approach, maintaining diversification, and giving your investment strategy the time it needs can make all the difference.

We’re here to help you stay aligned with the plan that supports your long-term vision. If you’d like to revisit how your investment approach fits your goals, our team is always ready to talk.

🎉 Happy Birthday to one of our CPAs, Lynda! 🎉We are grateful to have you as part of our Hurlburt Financial family. We ap...
07/29/2026

🎉 Happy Birthday to one of our CPAs, Lynda! 🎉

We are grateful to have you as part of our Hurlburt Financial family. We appreciate your work, and we hope your year ahead is filled with joy and success.

RMD reminders start earlier than many people expect, and our team at Hurlburt Financial knows how easy the timing can be...
07/24/2026

RMD reminders start earlier than many people expect, and our team at Hurlburt Financial knows how easy the timing can be to overlook. If you are approaching age 73, now is a good time to understand when Required Minimum Distributions may apply, how your accounts could be affected, and why preparing ahead helps keep your retirement strategy on track.

Rules can vary based on individual situations, which is why starting the conversation early matters. Our team is here to help you feel confident and informed every step of the way.

If you have questions about your upcoming RMDs, reach out to our team.

Address

5125 S Lakeland Drive Ste 3
Lakeland, FL
33813

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18637019717

Website

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