Motivated To Help
You Reach Your
Retirement Goals
Michael J. Fitzgerald
CPA/PFS, CFP®, MST
President;
Fitzgerald Financial Partners "This firm is not a CPA firm, or registered as an investment advisory firm"
Michael JP Fitzgerald, CPA/PFS, CFP, MsTAX, CCFP, CCFS, ELA
is President of Fitzgerald Financial
Partners "This firm is not a CPA Firm and is not registered as an investment advisory firm", which provides comprehensive college financial planning
and college funding planning to good families with great kids, who want to go to awesome schools with the least of out-of-pocket costs.
Fitzgerald Financial Partners specializes in providing parents' of college bound students who would like to find was to reduce the costs of college.
Michael earned his Master's and Bachelor’s degrees from Texas
A&M University and is experienced advising affluent clients and
Moms of College Bound Kids between the ages 41 to 61, on their unique financial issues. Michael
is a Certified Public Accountant (CPA) The firm that he started needs to state that "This firm is not a CPA firm, nor are we registered as a investment advisory firm", and Michael has been accredited as
a Personal Financial Specialist (PFS) by the American Institute of
Certified Public Accountants and has obtained the Certified Financial
Planner (CFP) licensee.
Prior to moving back to Houston, Texas from Luxembourg to drive
Fitzgerald Financial Partners a college financial planning focused consulting company, he gained
extensive experience with a variety of different accounting and wealth
management firms. Michael obtained unique experiences in various industries
(College Financial Planning, College Funding Planning, Real Estate, Energy Trading, Oil & Gas, Retail and Manufacturing). Michael
has also worked at the "Two of the Big Four" global accounting firms
of Ernst & Young, LLP and KPMG, LLP, as well as a Washington, D.C. Registered Investment Advisory boutique
advisory firm where he was Director of Wealth Management
helping to manage a $175 million dollar+ portfolio, with over a Billion dollars in Real Estate.
In addition to years of experience as a college funding planner, Michael
has a Master's of Science in Accounting - Tax Consulting Track from
Texas A&M University as well as a Bachelor's Degree in Business
Administration in Accounting from the Mays School of Business.
Michael is especially knowledgeable in the issues facing Moms of College Bound Kids.
Michael's specialty in income producing real estate investment planning and education funding
planning is complemented by his knowledge of tax minimization planning, crowd funding,
net worth asset allocation and wealth accumulation planning.
To view Michael's complete Summary of Qualifications
and Experience click the read more button below...
How FFP-LLC is Really Different...
Independently Owned: FFP is 100% Veteran-owned and operated. We are free to recommend whatever strategy we believe is right for your particular situation and financial security.
Fee-Based: FFP which allows Michael JP Fitzgerald the ability to receive commissions for products which will benefit the families of College Bound Kids.
Strategic College Funding Planning: FFP is a "strategic college funding planning" firm which means we help you set meaningful and realistic paying for college goals.
Technology Driven & Focused: Our company is based out of Houston, Texas, but we are strategically designed to help clients wherever they decide to call home. FFP utilizes technologies that make managing your wealth and college funding simple and affordable.
Family Friendly: FFP knows that you worry about money and your children's future. We are here to help you design a solid realistic college funding transition plan.
College Planning Specialists: FFP understands the unique financial challenges faced by families today. We are here to help design, unique college funding strategies that go beyond anything that you have ever seen.
Is your current Advisor, Stock Broker, CPA, or Money Manager a "College Financial Planning Advisor"? Are they working for you or do they rely on 529 plans and Coverdell ESAs to plan for college? Do you know that buy having your assets in the wrong types of accounts, could be costing you almost $30K in financial aid over five years of college. Ask them...
Learn what all this means in greater depth and find out how important this is to your family's financial security and well being by clicking the read more button below...
The Vision of Our Firm is
Simple...
Help You Send Your Kids to an Awesome School for the least out-of-pocket costs
We believe that the following
are the key components to successfully achieving your life's goals and
obtaining a financially secure retirement.
•
Understand your life goals and aspirations and then develop a plan to
achieve them in a scheduled time frame
• Trust in our advice.
• Integrate and align all your actions with your professional goals
and aspirations.
• Integrity in our dealing with our clients.
• Measure your success in terms of achieving your goals and not
in rates-of-return.
• Help develop long-term and mutually beneficial relationships
in the community.
• Achieve your financial goals by investing in a diversified net worth
that has an appropriate amount of risk as well as reducing
fees and minimizing taxes.
• Help you to obtain at least a basic understanding of your college funding
planning needs and requirements.
• Use the services of competent professionals when you need them
and demand that they are focused on your personal success.
Your
goals in life will change and FFP knows and understands that your college financial
planning must change as well. Read about our process of getting started
and keeping your wealth secure during the college distribution years by clicking the read more button below...
Check
out our Credentials, Certifications and Licenses... Click Here.
