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. Contact us Saving for Retirement This calculator can help you estimate how much you may need to save for retirement. Learn More Related content What to Look for in Personal Finance Apps An increasing number have been developed to help individuals with their personal finances. Women and Financial Strategies Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Financial Strategies in a Post-DOMA World The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy. Have a Question Name Email Phone Question Thank you! Oops!