Financial Planning & Retirement Planning Houston Texas
Michael J. Fitzgerald, CPA/PFS, CFP(R), MST
President & Founder of Fitzgerald Financial Partners, Houston, Texas
"Without A Plan, It's Just Luck!"
Specializing in helping pre-retirees develop and implement a 5 to 10 year retirement transition program designed to replace 100% of their income and retire according to their goals and objectives by utilizing all "8" of the asset classes, tax minimization and holistic wealth management in a "Fee-Only" Fiduciary Environment.
We provide "Fee-Only" advice, not commission driven products, always know the difference and get it in writing. Ask if your advisor is acting in a Fiduciary capacity.
Paladin Five Star Advisor, Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner, (CFP)(R), Masters of Science Tax Consulting, (MST)
Selected to the 2008 Guide To America's Best Financial Planners
Retirement Planning Houston, Texas - Michael J. Fitzgerald, CPA/PFS, CFP, MST
Keywords: Financial Planning Houston, Financial Planning Texas, Financial Planner Houston, Financial Planner Texas, Financial Planning Association, Financial Planning Association Houston, Paladin Registry, Retirement Planning, Financial Planning, Certified Financial Planner, Aggie, Texas A&M University, Worth, Certified Public Accountant, Financial Advisor, Financial Adviser, Investment Advisor, Investment Adviser, FINRA, Fee-Only, NAPFA, FPA, AICPA, AICPA-PFP, Wealth Management, Wealth Management Houston, Wealth Management Texas, Texas Retirement Planner, Houston Retirement Planner,
Interview Q&A
How long have you been in business?
9 years
What is your primary product or service?
A holisic wealth management program designed to focus on your goals and then build the necessary plan to reach retirement within a 5 to 10 year time frame focusing on the most important part of any retirement plan...Your Goals!
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
While in the military, I knew that I wanted to focus on helping people reach retirement through a better approach. So I learned everything that I could about successful retirement and I learned how the commission driven industry was destroying people's portfolios. I decided that something needed to change, if these pre-retirees were going to have any chance of making it into retirement.
I spent the next five years, getting multiple degrees in tax and accounting, to discover that colleges do not really do a good job of showing you how to become financial secure or wealth. They do a good job of giving you the basic skills to get your first job, but that is where it stops there. You either make the decision to become educated about becoming wealthy, or you go through life in a trial and error method, hoping that you are making the right decisions. After finishing my Masters in tax consulting. I spent the next five years studying thousands of hours for exams, while at the same time working with some of the wealthiest people in the world and helping them to manage their finances.
How do you differentiate yourself from other businesses in your category and area?
If your advisor can answer this one simple question, you might have a good advisor - "How do you plan on systematically replacing 100% of my income, so that I can retire according to my goals and dreams, adjusted each year for inflation, and can you show me how you are planning on doing it?"
If not, I do not know that I would want to get advice or buy products from someone who does not really know how to help you reach your goals. There are no do-overs in retirement planning and they (commission and older advisors)hope that they will be long gone before you discover that they did not have a plan from the start and you are on your own to pick up the pieces of a picked apart undiversified portfolio. If they can not get paid on it, they are not going to suggest that you should invest in it.
How many locations do you have and do you have plans to expand?
My company is headquarted in Houston, Texas
Fitzgerald Financial Partners, LLC
2500 City West Boulevard, Suite 300
Houston, Texas 77042
Provide detailed directions to your location
Beltway 8 & Westheimer Road
3rd Floor
City West Tower
What type of payments do you accept?
I accept credit card, checks, cash and direct fee withdrawal from your managed accounts
Which areas do you service?
I am available virtually everywhere.
Who owns your company or runs daily operations?
Michael J. Fitzgerald, CPA/PFS, CFP(R), MST owns 100% of Fitzgerald Financial Partners, LLC
What are your hours of operation?
I am avaialbe virtually anytime.
Contact Fitzgerald Financial Partners, LLC - Retirement Planning Houston:
