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Financial Planning

Integrating both insurance and wealth management strategies.  

At The Fitzpatrick Group, we are a comprehensive wealth management firm, so we look at the overall financial picture. We integrate both insurance and wealth management strategies to provide you with the best possible financial plan that is unique to you. We help you plan and reach your financial goals for today and the future. 

Our financial planning process:

Step 1

Find out your financial goals and objectives. 

Step 2

Look at your current financial plan in place in our "tax-efficient lenses".

Step 3

Aim to model a retirement distribution (income) that is as close to a zero tax bracket as possible.

Step 4

Striving to make you, our client, constantly happy and feeling at ease about your finances. To do this, we make sure to follow up with any and all recommendations whether it's annually, semi-annually, quarterly, or monthly.

Let one of our advisors help you with your financial planning.

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