Michael J. Fitzgerald, CPA/PFS, CFP, MST has been working on helping his clients build solid retirement and financial plans designed to help them replace 100% of their income and reach their own individual life goals. If you plan does not focus on your individual goals and utilize your total net worth, how do you plan on being able to hit your requirement in the current stock market environment? May be it is time for a better plan?
Michael J. Fitzgerald, CPA/PFS, CFP, MST - (Houston Texas) was just recently feature in the July 2008 issue of CPA Wealth Provider and focused on his state-of-the art 5 year accelerated retirement platform. This platform is designed to help pre-retirees of all ages replace 100% of their income so that they can transition into retirement by focusing on their goals, and not what is going on in the stock market.
Michael J. Fitzgerald, CPA/PFS, CFP, MST - (Houston Texas) was also just recently featured on the front cover in the August 6th, 2008 issue of Accounting Today at at WebCPA in CPAs Can Help Boomers Make The Big Transition.
Retirement Planning Houston Financial Advisor Texas - Retirement Planning Houston Financial Advisor Houston Texas - Retirement Planning Houston Financial Advisor Houston TX Michael J. Fitzgerald, CPA/PFS, CFP, MST - (Houston Texas) just recenlty spoke at the July 31st Wi$eUp Women - Wi$eUp is a financial education program designed for Generation X and Y Women. It was developed by the U.S. Department of Labor Women's Bureau in support of the Department of Labor's Strengthening the Family Initiative. The Wi$eUp curriculum was developed by Texas AgriLife Extension Service under contract with the Women's Bureau. The original Wi$eUp website was developed by The University of Texas - Dallas Women's Center under contract with the Women's Bureau and is currently managed by Texas AgriLife Extension Service.
Fitzgerald Financial Partners was recently spotlighted in the CPA Wealth Provider about how to systematically replace 100% of your income and retire in 5 years
(HOUSTON, TX)- July 21, 2008- Michael J. Fitzgerald, CPA/PFS, CFP®, MST, President and founder of Fitzgerald Financial Partners has been showcased in WebCPA magazine's and CPA Wealth Provider's July issue. The spotlight article focuses on Michael J. Fitzgerald, CPA/PFS, CFP®, MST's retirement philosophy for his clients is to "Be the own CEO of their own retirement income replacement company". Michael J. Fitzgerald, CPA/PFS, CFP, MST says his main focus is to help his clients design a personal pension to replace 100% of their income for their retirement years with a 5-year income replacement plan. He says he believes his clients can do this by utilizing their great credit to purchase income-producing assets, along with using debt-financed leverage to systematically replace 100% of their income over a focused 5 year training and implementation platform. Michael J. Fitzgerald, CPA/PFS, CFP®, MST came up with this goal focused plan after seeing so many of the issues ignored by other CPA, finaincial planning and wealth mamagement companies, who only focus on selling products to cleints, and not listening to what their clients were truly worried about, replacing their paychecks throughout retirement, not on the products or gimmicks. Michael J. Fitzgerald, CPA/PFS, CFP, MST claims other firms are only focusing on the three product assets classes, stocks, bonds and cash, and not replacing 100% of their income first. He explains there is an urge to set up clientss own personal retirement company now, and that this will enable them to maximize pre-tax retirement and health care benefits, by setting up benefits through your newly founded retirement company. Clients can also minimize taxes through his Tax-Free Roth Conversion.
Fitzgerald Financial Partners was founded in 2006. Michael J. Fitzgerald holds licenses as a CPA/PFS, CFP, and has a Masters in tax consulting. Michael J. Fitzgerald, CPA/PFS, CFP®, MST is a fee-only Investment Advisor Representative.
He is a graduate from Texas A&M University in College Station, Texas.
(Financial Planning Wealth Management Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Retirement & Financial Planning, Houston, Texas) is, a CERTIFIED PUBLIC ACCOUNTANT, (CPA), a PERSONAL FINANCIAL SPECIALIST, (PFS) and a CERTIFIED FINANCIAL PLANNER, (CFP®). He also holds a Masters in Tax Consulting from Texas A&M University. Through all of his professional education and testing as well as hundreds of professional education hours he retains his professional standing through the Certified Financial Planner Board of Standards, Inc., year after year, by adhering to their stringent ethics and continuing education requirements.
As President and founder of Fitzgerald Financial Partners, LLC, a Registered Investment Advisory Firm in Houston, Texas, (Financial Planning Wealth Management Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Retirement & Financial Planning, Houston, Texas) provides independent Wealth Management and financial planning services and investment advice to individuals and families who seek peace of mind in today's volatile markets. His primary focus on helping pre-retirees replace 100% of their income and transition into retirement on their terms through his retirement income replacement platform.
He is a proud member of the Financial Planning Association, (FPA), an international organization of Certified Financial Planners, (CFP®). He is also a member of the American Institute of Certified Public Accountants, the Personal Financial Planning Section of the American Institute of Certified Public Accountants. He has been awarded the 5 Start rating from the Paladin Registry and was just recently selected to the 2008 Guide to America's Top Financial Planners. Because Fitzgerald Financial Partners, LLC does not accept commissions from any source, (Financial Planning Wealth Management Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST can be completely objective and provide the highest level of independent professional Wealth Management and financial planning advice, under a fiduciary standard, free of conflicts of interest. Because the firm does not accept commissions from clients, there are no inherent undisclosed conflicts of interest, which might prevent (Financial Planning Wealth Management Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Retirement & Financial Planning, Houston, Texas) from offering unbiased Wealth Management and financial solutions. Now, anyone who would like to receive professional independent advice can get the help they need, at the intervals they desire.
With experience spanning ten years, (Financial Planning Wealth Management Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Retirement & Financial Planning, Houston, Texas) is considered a veteran within the Wealth Management and financial planning services industry. He brings to his clients the invaluable insights gleaned from working with multiple "Big 4" Accounting Firms, Ultra-Wealthy Boutique Investment Management Firms, Hourly Financial Planning Firms, National CPA Wealth Management Groups and comprehensive wealth management firms, as well as the experiences he had as a military soldier and from running his own consulting business.
(Financial Planning Wealth Management Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Retirement & Financial Planning, Houston, Texas), along with his wife Margaret and their two month old son reside in Houston, Texas. In his free time, Joe enjoys hunting and college football.
He offers a complimentary, no-obligation Get Acquainted appointment - which can be conducted over the telephone or in person for coffee - so that you can mutually determine the scope of the potential work and quality of his services. Please contact (Financial Planning Wealth Management Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Retirement & Financial Planning, Houston, Texas) at Fitzgerald Financial Partners, LLC and get started today.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
If you would like to learn more about Michael J. Fitzgerald, CPA/PFS, CFP, MST, (Financial Planning, Houston, Texas) here is a short bio, you can learn more about his unique program at http://www.fitzfp-llc.com
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning, Houston, Texas)
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is a Financial Planning Financial Planner who has captured the human side of goal focused financial planning. For over eight years, he has assisted individuals and corporate executives in all aspects of their personal finances. His core program is designed to show pre-retirees how to systematically replace 100% of their income and transition into retirement on their terms with a realistic chance of being able to maintain their current standard of living adjusted each year for inflation during their retirement.
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is a frequent presenter on his internet Radio and TV programs on Financial Planning & personal finance. He has been a keynote speaker at the Houston Reveille Club and multiple real estate related organizations. Constantly in demand for his unique training expertise, Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is willing to travel the world to teach his public seminars, as well as, hold private workshops for pre-retirees who want a better way to systematically reach retirement, one that does not just focus on products or stocks, bonds or cash. You can catch him on his monthly webinar discussing how to reach retirement through a total asset allocation at http://www.fitzfp-llc.com.
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) has been interviewed in various magazines and internet ezines and blogs. He is currently in development of his book which will show pre-retirees how they can use his 100% income replacement platform to systematically move toward retirement.
Michael J. Fitzgerald, CPA/PFS, CFP®, MST was also chosen from over 500,000 Financial Planning & financial planners across the country to be selected to the 2008 Guide to America's Top Financial Planners.
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) continues to believe in the principles of hard work, honesty, loyalty, and dedication to his clients and their families. He understands that while his clients know how to earn money his responsibility is to help them make their money work and create Financial Planning paychecks, so that there is a seamless transition into retirement.
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) maintains a conviction and personal philosophy of "Without a Plan, Its Just Luck".
Besides his exciting professional life he is a participant in his local church on various other non-for profits. He is an active hunting and college football enthusiast.
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) loves spending time with his wife, Margaret and their new baby boy, reading, learning and cooking. Their favorite pastime is enjoying each others company and helping out wounded veterans.
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) was Honorably Discharged after receiving multiple awards and citations from both the U.S. Army and the Texas State National Guard where he was a Infantry Squad Leader. He understands how hard it must be for these fallen heroes and wants to do everything in his power to help them reach their goals. His passion, enthusiasm, humor and knowledge place him in high demand as a fiduciary advisor to individuals, families, corporate executives, that know that there are not going to be enough advisors around that can help all of the pre-retirees reach retirement and stay there. After meeting with so many clients, he wonders where all the 50+ year advisors will be when their client's need them the most.
Michel J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) also holds and has held positions as:
President of a Fee-Only Financial Planning Registered Investment Advisory Firm
Owner of various retail business
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) education involvement includes holding:
Bachelors of Business Administration - Accounting from Texas A&M University.
Masters of Tax Consulting from Texas A&M University
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) completed licenses and designators as:
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