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Planning Services Available
At Fitzgerald Financial Partners, we feel that first a financial degree plan must be created to determine a client’s retirement needs and goals and the best means of helping the client achieve them.
Whether your focus is on minimizing taxes, protecting the next generations from themselves, ensuring minor children will be cared for in all events or planning and implementing a business succession plan, Fitzgerald Financial Partners has the knowledge and experience necessary to make the difference between a good idea and the best solution.
The proper approach to holistic financial planning requires a disciplined process that begins with a thorough understanding of your long and short-term financial and retirement goals. Only after you understand what it is that you would like to accomplish, with the one life you have, can you prioritize and develop strategies that will help you plan your life to achieve greater financial security and independence.
Learn about FFP's Holistic Planning Process...
Just click the read more button...
Fitzgerald Financial Partners'
full range of advisory, portfolio management, and financial services has assisted many active professionals, entrepreneurs, executives, and families too busy with demands of their careers and lifestyles to reach many of their financial and retirement planning goals.
Our innovative and technologically advanced system offers in-depth solutions to our clients' personal needs and goals through the use of institutional investment practices, with just-in-time advisor/client interactions. We want to be there when you need us most.
Fitzgerald Financial Partners
is committed to following the Six-Step Financial Planning Process established by the Certified Financial Planner Board of Standards, Inc. (CFP Board) ® .
For an in depth review of our Six Step Planning Process and how they may benefit You Just click the read more button below...
All planning engagements begin with an initial
exploratory meeting of one hour or less. This meeting is conducted through
our internet portal or in the comfort of your own home or office. This
meeting provides an opportunity for you to evaluate us and our services
and allows us to determine if we can bring value to your specific situation.
We will then determine if you are within our guidelines for acceptance
to our program. Some situations will not fit the programs Fitzgerald
Financial Partners offers. After we assess eligibility we then address
your planning needs we will quote you a fee for the proposed planning
think it is time you mastered YOUR future,
or are tired of standing still in your investments, Don't
wait any longer...
Us or Call Today
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