Fitzgerald Financial Partners, (FFP) is an independent, “Fee-Only” 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, 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 your gone?

• 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 retirement goals by investing in a diversified portfolio
   ( 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 retirement
  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 retirement goals,
  NOT ON THE COMMISSIONS MADE.

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 informative Webinars, send us an e-mail or give us a call at (866)437-7769 Today... Toll Free