Fitzgerald Financial Partners, (FFP) is an independent,
“Fee-Only”
College Financial Planning Firm specializing in College Financial Planning and College Funding Planning. We provide
Net worth management solutions designed to meet your unique
College Funding Planning needs. We specialize in working with Moms’
ages 41 to 61 who demand honest, straightforward, reasonably-priced
College Financial Planning Advice from someone who takes their personal goals and needs seriously
and someone who puts their interests first ... whether they make $75,000
or $1,000,000+ of income. Moms just like you. Moms that have
the desire to re-fire and will do whatever it takes to help their children be successful in college.
Our College Financial Planning Firm was established to provide efficient, expert
solutions to Moms and especially to Moms who are Real Estate Investors, or would like to be come a Real Estate Investor. Our primary
services include complete college financial pllanning, tax
minimization, and college real estate development and college funding consulting.
We also offer a host of specialty services designed for unique college financial planning
opportunities. As well our partners and staff specialize in designing
Net Worths designed to maximize financial aid,
while at the same time reducing the overall costs of sending your kids to college, by utilizing
all 9 of the asset classes and the right types of liablity financing.
The foundation of our success with our Moms’ has been our ability
to foster strong loyalty and friendship and to help be the primary college financial planning advisor
on their team. It is only by looking after you and focusing on your
goals, that you will feel valued as one of our clients and wish to remain
with Fitzgerald Financial Partners throughout your kids college education. We will
only work with Moms, who want to help themselves. If you are not
ready to make changes in your life for the better in, we will always
refer you to another advisor.
The vision and Mission of our firm
is to help our Moms figure out how to reduce the overall costs of college and then figure out how we are going to pay all of the out-of-pocket costs to send their kids to go to college. We do not pretend to know what is going to happen
in the next 30 years; instead we focus on making sure that you have
a solid college funding plan.
We believe that the following
are the key components to successfully achieving your child's college dreams;
• Understand your life goals and your kid's college
aspirations and then develop
a plan to achieve them
• Trust in Our college funding advice, we have seen and heard a lot of the useless
misinformation out there and can help you focus on
what is really important
• Integrate and align all your actions with your goals and aspirations,
and
systematically work on reaching those necessary steps first
• Integrity in our dealing with our clients and their families,
where will your advisor be when it it time to create cash to pay for college?
• Measure your success in terms of achieving your goals, not in
beating the
market
• Help develop long-term and mutually beneficial relationships
in the community
and help those who have given so much for us and our freedoms
• Achieve your financial aid goals by investing in a diversified
Net Worth
(not just stocks, bonds and cash) that has an appropriate
amount of risk and very low expenses and taxes
• We are here to help you to obtain at least a basic understanding
of college financial and college funding planning
tax planning and tax minimization
• Use the services of competent licensed professionals when you
need them and
demand that they are focused on your personal success and
College Financial Planning and College Funding goals,
NOT ON WHAT IS GOING ON IN THE MARKETS.
Please visit our Services
and Solutions
links for a complete list of what we can offer you...
If you have any questions about your
current retirement situation or wish to attend one of our FREE educational
Webinars, send us an e-mail
or give us a call at (866)437-7769 Today... Toll Free
