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College Financial Planning & College Specializing
In Helping Moms Reach Their |
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You
Have to Decide...
Trust Integrity Certification Accountability... |
Before Choosing an College Financial Advisor Ask If They Belong to any of the Following
Associations or have any of these Certifications...
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Click
any Association to learn more... |
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Learn More About Our Certifications... | ![]() |
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Our Philosophy Fitzgerald Financial Partners looks beyond the traditional financial advisory services and believes in being innovative by using cutting edge technology and investment ideas to help meet our clients' long-term income needs, goals, and objectives. We are a College Financial Planning and College Funding Planning Firm specializing in getting you ready to send your kids to college in a five and ten year college funding plan designed to do one thing, help you afford to send your kids to college. Read More About Our Company... |
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If
You think You would like To learn more about our unique program, please
watch our short video Presentation at right...
Or read about our "Total Wealth By Design College Platform" Here... |
To Replay Just Hit Play |
Find
out why Our Client's chose to work with Fitzgerald
Financial Partners over the leading Wealth Management
Firms...
Click Here... |
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Think
You have Enough To Pay For College? What Types of Financial Aid Will Your Family Qualify For? Would You Like To Find Out? Check Out Our complementry "Second Opinion Review" To Find Out, It's Free... |
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Our
innovative and technologically advanced system offers in-depth solutions
to our Mom clients' personal needs and goals. Through the use
of institutional investment best practices, and full asset class utilization,
we can help you finally reach retirement. We will give you options your commission
based stock broker or insurance agent does not even have access to. From our personal experience and often seeing why most people fail in retirement planning, sales commissions too often drive financial advice in the wrong direction. It is very rare to find a source of financial advice that is truly impartial, truly objective, and puts your interests ahead of their own, as well as working to build a long-term relationships based on high quality services, integrity and trust. Fitzgerald Financial Partners strives to be your "Fee-Only" Fiduciary Financial Advisor, and will be looking out for YOUR best interest, not a banks, profit driven brokerage institution or insurance company. |
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11.01.07
Fitzgerald Financial offers a five and ten year retirement plan designed to replace your cash flow and provide a secure retirement. 11.01.07 Fitzgerald Financial provides "Cash Flow" replacement planning as a service for clients wishing to plan for a safe and successful retirement. 11.01.07 Wealth By Design's "Complete Real Estate Professionals" Investor's planning package is NOW available. 11.01.11 Fitzgerald Finacial Partners featured on Fox Business News. Now Offering Pre-Retiree's five and ten year " Cash Flow replacement planning package. 12.01.11 Fitzgerald Finacial Partners featured in Forbes Magazine's Houston, Texas Financial Section. |
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Our
company is based on the principle that education and understanding of
our clients' current financial situation is vital to successfully making
prudent long-term decisions concerning "How
Well and When You Are Going To Be Able To Retire". Our mission is to partner with our clients to help enable them to achieve their life long financial goals, by utilizing "Total Wealth Management" planning and strategic income replacement investing to help you build, manage and preserve your hard earned retirement cash flows through proper diversification. We want to be your trusted advisor during this critical process. We do not measure our success in beating the market, we measure our success in seeing our client achieve their dreams and enjoy their retirement. We
specialize in developing " 100% Cash flow Replacement Portfolios" |
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Upcoming
Events New
Client Special Offer We Will Provide A Complementary Tax Review Analysis Call For Details... 1-866-437-7769 |
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We
leverage the use of technology, combined with solid institutional research, planning
and monitoring of your investments to help keep you on track to reaching
your college planning goals. From your office or a laptop in an airport, we
allow you to securely monitor your investments and important documents
with convenience and ease, through our "Virtual
Vault Servers".
We offer "Scan & Review" Services Check out a sample screen shots of how you can scan, store, retrieve and protect your valuable document... Just click the "View A Sample Page" link to see how our platform can help you reduce overall portfolio risk and increase your management review... Or to learn more about our Technology... Just click the "learn more" link... |
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