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Financial Planning & Retirement Planning For Fellow Aggies - Michael J. Fitzgerald, CPA/PFS, CFP, MST

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Services for Real Estate Pros with Financial Planning Texas - Fitzgerald Financial Partners

Financial Planning Houston - Financial Planning Texas - Financial Planning Houston Texas

Retirement Planning & Financial Planning For Aggies, (Houston, Texas)

Michael J. Fitzgerald, CPA/PFS, CFP, MST (Houston, Texas)

http://www.fitzfp-llc.com

http://www.retirementplanningtexas.com

http://www.retirementplanninghouston.com

http://www.retirementcalc.com

http://aggieadvisor.com

Thanks for the invite Linda,

I was wondering when the Aggies were going to get together to help each other out.  If you ever need a resource or if there is ever a way that I can help an Aggie out, I will purposely go out of my way to make a call or to help you get to the next stage of your life.  To give you a little bit of info about me and my Aggiecentric Firm and what make me different from the other financial advisors is, I only work with clients that have real estate or are going to acquire real estate under my 5 years to retirement platform.  I have spent the last 5 years design a program to help Aggies reach retirement by replacing their income, so that they do not have to live their lives in fear of the ups and downs of the market. 

My current project is focused on helping returning wounded veterans get into Blinn and A&M, and I am going to give them up to free rent to help them do it.  If not Aggies, who else has as much pride in the men and women of the military who have served this country?  We as Aggies should reach out an extended hand to help them get into the greatest place I have ever known - Texas A&M University?  I am currently in development on a specialized housing project in College Station that I will let these heroes use the New G.I. Bill to reach what I have accomplished and at the same time give them the skills and education to reach full retirement in 5 years or less.  I am in development of my book and 5 year masters program on how you can systematically replace 100% of your income and reach your own definition of retirement.  This is a program that will only be offered to Aggies and their families.  Don't worry you are going to hear a lot about it in the future, (TV, Aggie Illustrated, 12th Man Magazine, Batallion, Aggie 96) to name a few.    

I myself am a military veteran of 8 years and know the hardship of having your financial aid canceled because you are a veteran.  I understand what it takes to work while going to school and not giving up until you reach your dreams. 

Since this is a real estate blog, let's talk real estate.  I can show you different ways to get anyone financed, I do residentail and multifamily cost segregation studies and can show your active real estate clients how to recover the last two years of taxes or on how to do a Tax-Free Roth Conversion.  I am a national know real estate investor CPA.  I have access to 30 year fixed commerical financing, 100% owner financing and a network of wholesalers and real estate investors.  I help your clients establish business credit and to set up the correct operating structure to purchase real estate.  If I can't find the property I am looking to buy, I have teams that can build whatever you want.  I love to work with Aggies, because we all know that this is a tight knit community and it would be the last thing that you did was to tarnish the reputation of Aggieland or to wrong a fellow Aggie.  If you want an introduction to anyone in my network, let me know.  If you want to reach out and connect with fellow Aggies through my Linkedin profile or in my thousand websites, let me know.  If you need help with the internet let me know and I maybe can show you a couple of tricks. 

I just wanted to thank Linda Taylor for the invitation and we should set the standard of Aggies doing business with Aggies.  Want to learn more, do a seach of "Retirement Planning Houston or Retirement Planning Texas", Financial Planning Houston or Financial Planning Texas", "Wealth Management Houston or Wealth Management Texas" or just visit my interactive website http://www.fitzfp-llc.com

I am never too busy to help out your friends or family or to refer you to clients if you can do a great job.

Best of luck and let's do some business,

Michael J. Fitzgerald, CPA/PFS, CFP, MST - "The Aggie Advisor" Class of '01

http://www.fitzfp-llc.com

http://www.retirementplanningtexas.com

http://www.retirementplanninghouston.com

http://www.retirementcalc.com

http://www.aggieadvisor.com

 

Here is some more info about me and like I said, I am always available to help out other Aggies, especially if we are talking real estate.

Financial Planning Houston - Financial Planning Texas - Financial Planning Houston Texas

Michael J. Fitzgerald, CPA/PFS, CFP®, MST (Financial Planning, Houston, Texas)

Financial Planning & Retirement Planning, Houston, Texas

Financial Planning & Investment Advisory Services, Houston, Texas

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, 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, Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) provides independent Financial Planning 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, Michael J. Fitzgerald, CPA/PFS, CFP®, MST can be completely objective and provide the highest level of independent professional Financial Planning 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 Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) from offering unbiased Financial Planning 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, Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is considered a veteran within the Financial Planning 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 Financial Planning Groups and comprehensive Financial Planning firms, as well as the experiences he had as a military soldier and from running his own consulting business.

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, 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 Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, 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.

Financial Planning & Financial Planning, Houston, Texas

Financial Planning & Investment Advisory Services, Houston, Texas

http://www.fitzfp-llc.com

http://www.retirementplanninghouston.com

http://www.retirementplanningtexas.com

http://www.retirementcalc.com

http://www.aggieadvisor.com

 

Financial Planning Houston - Financial Planning Texas - Financial Planning Houston Texas 

Michael J. Fitzgerald, CPA/PFS, CFP®, MST ( Financial Planning Houston)

Retirement & Financial Planning, Houston, Texas

Financial Planning & Investment Advisory Services, Houston, Texas

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is a holistic Financial Planning financial planner and Investment Adviser Representative for Fitzgerald Financial Partners, LLC a Fee-Only Financial Planning & Investment Advisory Registered Investment Advisory Firm in Houston, Texas. 

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is dedicated to working for his pre-retiree clients.  His fiduciary responsibility is to know the uniqueness of the people who trust him to provide the very advice regarding asset classes, strategies and protection tailored to their individual Financial Planning needs and goals.  

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) provides Financial Planning check-ups, and gives Financial Planning recommendations tailored to focus on the most important ask of any Financial Planning, how to replace 100% of your income adjusted each year for inflation, so that you can continue to maintain your current standard of living through out at 35+ year retirement

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) recognizes that his clients lead active and complex lives, and it is not going to get any easier. 

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST's, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) clients understand that managing their own investments is more complicated and time-consuming than ever before.  They acknowledge that working with qualified Financial Planning and financial investment professionals provides them with a level of confidence and potential security and accountability they need to ensure a safe and comfortable retirement.  Wealth accumulation is easy; the real concern comes in trying to maintain the current paychecks adjusted each year for inflation over the entire retirement period.  Integration includes coordinating their Financial Planning distribution planning with tax, legal and insurance professionals to build a Financial Planning income replacement company focused on obtaining their most important life goals.  

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) assists in coordinating the implementation of a client's goals to be certain that a clients personal, family and business goals are followed through to completion through his 5 year Financial Planning degree plan.

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) has been in practice financial planning services for over eight years providing individuals with personalized, coordinated investments and tax planning, protection, Financial Planning income replacement and estate planning services in Houston, Texas. 

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) received his Masters in Tax Consulting from Texas A&M University, as well as his Bachelors of Business Administration in Accounting.  He is a licensed Certified Public Accountant, (CPA) and is one of only 3,600 CPAs out of the 575,000 licensed CPAs in the United States to be awarded the Personal Financial Specialist credential.  He has also obtained his Certified Financial Planner, (CFP®) designation from the College of Financial Planning in Denver, Colorado.  

In January of 2008, Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) was selected to the 2008 Guide to America's Top Financial Planners. 

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is also a 5 Star Advisor under the Paladin Registry, less than 1% of all advisor are selected for this prestigious honor. 

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST's, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is involved in many professional and non-for-profit organizations.

Most important to Michael J. Fitzgerald, CPA/PFS, CFP, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is helping out wounded veterans and their families. 

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is dedicated to the well being of his clients and their families.  His motto is "Without a Plan, Its Just Luck!"  

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) cares about you and how to help you reach your retirement dreams and will hold you accountable to reach those dreams if selected for his 100% Financial Planning Income Replacement Program.

Financial Planning & Financial Planning, Houston, Texas

Financial Planning & Investment Advisory Services, Houston, Texas

http://www.fitzfp-llc.com

http://www.retirementplanninghouston.com

http://www.retirementplanningtexas.com

http://www.retirementcalc.com

Comments (2)

Michael Fitzgerald
Financial Planning Texas - Fitzgerald Financial Partners - Houston, TX
CPA/PFS, CFP, MST

If you want to grab coffee or lunch, let me know?  Let's see how we can establish a strategic relationship, I may know someone who can help you reach the next level. 

Best of luck,

Michael J. Fitzgerald, CPA/PFS, CFP, MST (Aggie Advisor) Class of '01

If you want to learn more about how I can help your reach retirement in 5 years at any age, let me know. 

Financial Planning Houston - Financial Planning Texas - Financial Planning Houston Texas

Michael J. Fitzgerald, CPA/PFS, CFP®, MST (Houton, Texas)

Financial Planning & Financial Planning, Houston, Texas

Financial Planning & Investment Advisory Services, Houston, Texas

President of Fitzgerald Financial Partners, LLC a Fee-Only Financial Planning & Investment Advisory Registered Investment Advisory Firm in Houston, Texas.

Since the early 2000s, Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) has had an active career in the accounting, tax, Financial Planning planning, financial planning, investment, risk management, estate planning and executive benefit and pension fields.  

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) has been retained for his financial planning and Financial Planning income replacement planning expertise by pre-retirees who are tired of hearing the same old product pitch, you know, stocks, bonds, annuities from product pushing commission junkies.  They are tired of seeing their chances for retirement go down the drain, while the product pushers keep making more and more money off of them time and time again.  Pre-retirees do not want products, they want retirement.  They want to know how you are going to take what they have and turn it into 35+ years of increasing paychecks.

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is a Certified Public Accountant, (CPA), (The Most Trusted of All Advisors), a Personal Financial Specialist, (PFS), less than 3,600 CPAs in the United States out of the 575,000 CPAs have earned this prestigious credential. 

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is also 1 of 28,000 out of the 575,000 people that call themselves financial advisors to earn the Certified Financial Planner (CFP) designation. 

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) has also earned a Masters in Tax Consulting from Texas A&M University.  He has earned a 5 Star rating from the Paladin Registry, which less than 1% of all advisors who apply make it through the stringent screen process.  He was just recently selected to the 2008 Guide to America's Top Financial Advisors and is being featured in the July 2008 CPA Wealth Provider magazine. 

What sets Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) apart from other advisors is he focuses on helping clients to replace 100% of their income by using all 8 asset classes, not just stocks, bonds and cash and the products associated with him.  He helps pre-retirees focus on their goals and then build a 5 year Financial Planning degree program designed to systematically reach those goals by focusing their total network, not just what is in their brokerage accounts to reach their goals.  Each client is different and so should their plan.

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) has appeared as a regular television presenter on Retirement Planning Texas TV.  Over the past decade,

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST has studied over 2,000 hours and attended multiple seminars and workshops to such organizations as the American Institute of Certified Public Accountants, Financial Planning Association, (FPA), Personal Financial Planning Section of The American Institute of Certified Public Accountants, National Association of Personal Financial Planners, Houston, Financial Planning Association, and Certified Investment Management Analyst training and has sat for Part I of the Chartered Financial Analyst program. 

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP, MST®, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) has literally spent thousands of hours learning how to help pre-retirees transition into retirement.  By working with so many ultra-wealthy clients he has been able to learn how the ultra-wealthy reach retirement when they have never worked a day in there life, they don't have any IRAs and they have never contributed to a 401(k) plan.  He enjoys talking on the subjects of "Financial Planning Income Replacement Strategies", "Real Estate Tax Minimization", "Tax-Free Roth Conversion Strategies and "Total Asset Allocation By Using All 8 Asset Classes, Not Just Products Such As Stocks, Bonds, Cash Or Annuities".

(Financial Planning Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) is a professional financial writer with multiple published articles to his credit all over the internet.  He is in the process of writing his first book about how to systematically replace income and retire within a 5 year period. 

One of Michael J. Fitzgerald, CPA/PFS, CFP®, MST's, (Financial Planning & Retirement Planning For Wealth Management, Houston, Texas) greatest joys is giving back to the Financial Planning and financial planning and consulting community.  He also is in the process of designing a program to help out wounded veterans and their families. 

Financial Planning Houston - Financial Planning Texas - Financial Planning Houston Texas

Financial Planning & Financial Planning, Houston, Texas

Financial Planning & Investment Advisory Services, Houston, Texas

http://www.fitzfp-llc.com

http://www.retirementplanninghouston.com

http://www.retirementplanningtexas.com

http://www.retirementcalc.com

http://www.aggieadvisor.com

 

 

Jul 10, 2008 10:45 AM
Linda Box Taylor
Castle Connections Realty - Plano, TX
Your Plano, TX Realtor

Michael - Thanks for joining our group.  It sounds like you are doing some great work with our wounded veterans!  Please keep us updated on the book. 

Jul 11, 2008 02:43 PM