Fitzgerald Financial Partners, (FFP) is an independent,
Investment Advisory Firm specializing in retirement planning. We provide
customized portfolio management solutions designed to meet your unique
retirement planning needs. We specialize in working with clients’
ages 45 to 65 who demand honest, straightforward, reasonably-priced
advice from someone who takes their personal goals and needs seriously
and someone who puts their interests first ... whether they have $400,000
or $10,000,000 to invest. People just like you. Clients that have
the desire to retire and will do whatever it takes to get there.
Our Wealth Management firm was established to provide efficient, expert
solutions to Pre-Retirees and to Real Estate Investors. Our primary
services include complete retirement income replacement planning, tax
minimization, and real estate development and financing consulting.
We also offer a host of specialty services designed for unique planning
opportunities. As well our partners and staff specialize in designing
core/satellite portfolios designed to maximize financial market return,
while at the same time reducing the overall portfolio risk, by utilizing
all 8 of the asset classes.
The foundation of our success with our clients’ has been our ability
to foster strong loyalty and friendship and to help be the primary 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 retirement. We will
only work with clients, 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 Pre-Retirees replace their cash flow within a five or ten
year period. 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 retirement paycheck.
We believe that the following
are the key components to successfully achieving your retirement dreams;
• Understand your life goals and retirement
aspirations and then develop
a plan to achieve them
• Trust in Our 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,
systematically work on reaching those necessary steps first
• Integrity in our dealing with our clients and their families,
where will your advisor be when your gone?
• Measure your success in terms of achieving your goals, not in
• 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 retirement goals by investing in a diversified
( 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
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
NOT ON THE COMMISSIONS MADE.
Please visit our Services
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 informative
Webinars, send us an e-mail
or give us a call at (866)437-7769 Today... Toll Free