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May 23, 2012 @ 02:39 AM

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S&P 500 1,316.63+ 0.64

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 Welcome to Fitzgerald Wealth Management where we listen to your needs, learn about your goals and help care for your financial future.
 

 

You have questions???

  • Do I have enough resources to retire?
  • Should I pay off my mortgage?
  • Should I take my corporate pension or do a lump sum rollover?
  • Are my investments aligned with my risk tolerance?
  • How do I position my portfolio for higher future income taxes?
  • Should I do a Roth IRA conversion?
  • How do I plan for estate taxes?
  • How do I consider a future inheritance in my planning?
  • What type of will and related trusts should I have?
  • Would my family be secure if something happened to me?

                                                                               ......We have answers

 

 Fitzgerald Wealth Management Approach

 

"Failure to Plan is Planning to Fail"

We believe that purpose, goal-based financial planning and estate planning strategies should guide investment and risk management decision making. 

Our client relationships begin with a thorough analysis of your goals, priorities and resources.  We then use our years of wisdom and experience, and our firms extensive resources to provide you a prudent, tax-efficient wealth strategy aimed at providing financial independence and security through your life and to future generations.

We continue to build our relationship by implementing your custom wealth strategy utilizing the products and services which fit your needs.  Fitzgerald Wealth Management provides a wide range of products and services to meet the needs of individuals and corporations including, but not limited to, investment advisory platforms, brokerage, insurance, annuities, retirement plans, etc...

We then grow our relationship over a period of years working closely together towards successfully executing your long-term strategy. 

 

 

 

 

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Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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