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Wealth Management

Helping plan for future goals. 

We aim to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your financial goals. By empowering you with the information you need to identify your most important goals, our organization's approach allows you to make your own informed financial decisions.

Tax Strategies

We specialize in tax-efficient and tax-exempt wealth management strategies. Our team of experts can walk you through how you could possibly be in the zero tax bracket when you retire. 

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Business Services

We believe small businesses are the backbone of America. At The Fitzpatrick Group, we do our utmost to help you thrive in today's competitive marketplace.

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Investment Management

Our advisors are well versed in the market place, and can help guide you in the right investment opportunities. 

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Retirement Planning

Retirement planning can be difficult to navigate. We help create a plan for your retirement that allows you to pay the least amount in taxes when the time comes. 

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Financial Planning

At The Fitzpatrick Group, we help you look at the big picture. By integrating both insurance and wealth management strategies, we make sure you have the best financial plan for your specific situation. 

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Estate Planning

Allow one of our advisors to work with your legal team to ensure your assets are properly and efficiently distributed.

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Take the next step.

One of our Financial Advisors can help assess your needs and choose the right insurance for your specific situation.

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We specialize in 

tax-efficient and tax-exempt wealth management strategies.

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What is financial planning?

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<p>Doubling Your Money</p>

Doubling Your Money

This calculator demonstrates the power of compound interest.
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<p>A Taxing Story: Capital Gains and Losses</p>

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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