Wealth Management Houston Texas - Michael J. Fitzgerald, CPA/PFS, CFP, MST - Featured In July Issue of CPA Wealth Provider (edit/delete)
FOR IMMEDIATE RELEASE:
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Katie Ward, Pressed Inc. kmfitz77@yahoo.com, 219/662-5992
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.
To find more details below is the link to the article in July issue of WebCPA: http://www.webcpa.com/article.cfm?articleid=28326&pg=ros&page=1
Fitzgerald Financial Partners info is available at: http://www.fitzfp-llc.com
Fitzgerald Financial Partners info is also available at: http://www.retirementplanningtexas.com
Michael J. Fitzgerald, CPA/PFS, CFP, MST
Fitzgerald Financial Partners, LLC
2500 City West Boulevard, Suite 300
Houston, TX 77042
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Michael J. Fitzgerald, CPA/PFS, CFP®, MST
Wealth Management & Financial Planning, Houston, Texas
Wealth Management & Investment Advisory Services, Houston, Texas
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(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.
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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.
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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.
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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.
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(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.
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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.
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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.
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http://www.fitzfp-llc.com
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http://www.retirementplanningtexas.com
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