Motivated To Help
You Reach Your
Retirement Goals
Michael J. Fitzgerald
CPA/PFS, CFP®, MST
President;
Fitzgerald Financial Partners
Michael J. Fitzgerald, CPA/PFS, CFP
is President of Fitzgerald Financial
Partners, which provides comprehensive investment
advisory and wealth management services to affluent clients and Pre-Retirees.
Fitzgerald Financial Partners specializes in providing investment
management, tax advisory and financial planning services to his clients.
Michael earned his Master's and Bachelor’s degrees from Texas
A&M University and is experienced advising affluent clients and
Pre-Retirees ages 40 to 65, on their unique financial issues. Michael
is a Certified Public Accountant (CPA), and has been accredited as
a Personal Financial Specialist (PFS) by the American Institute of
Certified Public Accountants and FFP has obtained the Certified Financial
Planner (CFP) licensee.
Prior to moving back to Houston, Texas from Washington D.C. to form
Fitzgerald Financial Partners, he gained
extensive experience with a variety of different accounting and wealth
management firms. Michael obtained unique experiences in various industries
(Real Estate, Energy Trading, Oil & Gas, and Manufacturing). Michael
has also worked at the "Big Four" global accounting firm
of Ernst & Young, LLP, as well as a Washington, D.C. boutique
investment advisory firm where he was Director of Wealth Management
helping to manage a $175 million dollar portfolio.
In addition to years of experience as a financial fiduciary, 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.
Michael is especially knowledgeable in the issues facing Pre-Retirees.
Michael's specialty in real estate investment planning and education
planning is complemented by his knowledge of tax planning, investment
allocation and retirement 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% member-owned and operated. We are free to recommend whatever strategy we believe is right for your particular situation and financial security.
Fee-Only: FFP maintains their ability to render a fair and unbiased opinion by not accepting commissions for our services and products.
Strategic Retirement Planning: FFP is a "strategic retirement planning" firm which means we help you set meaningful and realistic retirement 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 retirement simple and affordable.
Family Friendly: FFP knows that you worry about money and retirement. We are here to help you design a solid realistic retirement 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.
Fiduciary Duty Responsibility: When you engage FFP, we voluntarily accept a higher standard of care known as "the fiduciary duty." Is your current Advisor a "Fiduciary"? Are they working for you or do they rely on commissions? 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 Replace 100% of Your Income In Five Years
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 retirement goals
and aspirations.
• Integrity in our dealing with our clients.
• Measure your success in terms of achieving your goals and not
in rate of return.
• Help develop long-term and mutually beneficial relationships
in the community.
• Achieve your financial goals by investing in a diversified portfolio
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 retirement
planning needs and requirerments.
• 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 retirement
planning must change as well. Read about our process of getting started
and keeping your wealth secure by clicking the read more button below...
Check
out our Credentials, Certifications and Licenses... Click Here.
