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"
Michael J. Fitzgerald, CPA/PFS, CFP
is President of Fitzgerald Financial
Partners "This firm is not a CPA Firm", which provides comprehensive business
advisory and exit management services to affluent clients and Pre-Retirees.
Fitzgerald Financial Partners specializes in providing business
management, tax advisory and business 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 Business Owners ages 40 to 65, on their unique business issues. Michael
is a Certified Public Accountant (CPA) The firm that he started needs to state that "This firm is not a CPA 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 Washington D.C. to form
Fitzgerald Financial Partners a business owner focused consulting company, 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, 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.
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 from the Mays School of Business.
Michael is especially knowledgeable in the issues facing Pre-Retiree Business Owners.
Michael's specialty in real estate investment planning and education
planning is complemented by his knowledge of tax planning, crowd
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% 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 Business Planning: FFP is a "strategic business planning" firm which means we help you set meaningful and realistic business 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 busines simple and affordable.
Family Friendly: FFP knows that you worry about money and your future. We are here to help you design a solid realistic business 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 a "Fiduciary"? Are they working for you or do they rely on commissions you generate for them? 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, so you can step away from your business
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 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 business
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 business
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.
