Registered Investment Advisory Firm Specializing In Helping Clients
Reach Their Retirement Goals Through
A Five or Ten Year Retirement Plan...
"Points of Differentiation" can provide you with complete
and honest services and structured planning. Remember... all "Financial
Planning Firms" ARE NOT EQUAL and the difference can be
overwhelming to your future.
Fitzgerald Financial Advisors, is 100% member-owned and operated. Since
we're not affiliated with any brokerages, banks or insurance companies,
we are able to recommend whatever strategy we believe is right for your
particular situation. This means we can offer advice about almost all
investments and strategies available in the financial marketplace today,
no matter who offers them. We are here to be your trusted financial
advisor and we are here to earn your trust and friendship.
Fitzgerald Financial Partners, LLC maintains its ability to render a
fair and unbiased opinion by accepting only hourly, project based, retainer
fees, or asset management fees for our client's work. We refuse to accept
any form of commissions, referral fees. You will know exactly what services
you are paying for. All projects will be quoted before any work is started.
We will not sell you any products. Our recommendations are objective
and reflect the trust implicit in a conflict free long-term relationship,
which we would like to develop with you.
Retirement Planning: Fitzgerald Financial Partners,
LLC is a "strategic planning real estate investment" firm
which means we help you set meaningful and realistic goals. We design
a workable plan, we recommend actionable steps, we manage the implementation,
and we encourage you to achieve all of your dreams. Like all well laid
out plans, there will be times that adjustments will be needed, we will
be there to make the recommendations and to also implement these changes
that need to be made to keep you on track to reach your long-term goals.
Our mission is clear, We are here to help you reach your specific goals.
Technology-Focused: Fitzgerald Financial Partners,
LLC is based out of Houston, Texas, but we are strategically designed
to help clients where ever they decide to call home. By using state-of-the-art
technology, we are able to advise clients located anywhere there is
access to a telephone or internet connection.
Friendly: Fitzgerald Financial Partners, LLC knows
that you worry about money (Am I going to have enough to retire on?
Send my kids to college?). We are here to help you design a multigenerational
family plan, to help everyone in your family achieve more than they
ever thought possible. We want to help you raise financially literate
children and grandchildren. We will consider how my advice will affect
your family's finances as well as your family’s unique personalities.
Planning Specialist: Education can be one of your
greatest assets, so we believe that sending the next generation to school
is the foundation for creating the next generation or wealth and future
leaders. Fitzgerald Financial Partners, LLC understands the unique financial
and emotional challenges faced by families today. We are here to help
design, unique college funding strategies, which go beyond anything
that you have ever seen.
Fiduciary Duty: When you engage Fitzgerald Financial
Partners, LLC, we voluntarily accept a higher standard of care known
as "the fiduciary duty." It means we are required to advise
you in your best interest and disclose all material conflicts of interest
that we might have. This way, you will always know where you stand when
you deal with our company. Your interests come first, before our interests.
Ask you financial advisor if he is a fiduciary and is looking out for
your best interest, you might be surprised.