Michael J. Fitzgerald, CPA/PFS, CFP, MST - Retirement Planning Strategies http://www.fitzfp-llc.com

Helping active real estate investors & busy professional achieve true financial freedom. Michael J. Fitzgerald, CPA/PFS, CFP®, MST is dedicated to providing competent, unbiased financial & retirement planning to pre-retirees. Michael firmly believes, however, that professional, unbiased financial advice is something all people need to have to build the brightest possible financial futures. Michael helps his client’s build retirement income by utilizing tax minimization strategies and positive cash flow rental techniques to help them reach their 100% income replacement goals and retire within a 5 year period or less. We will go through three phases of the program, we will learn about you and develop a money profile, we will then learn about your goals and what are some of the options to fund them, and they we will design and statistically test your retirement degree plan to determine if the plan will work. Go to http://www.fitzfp-llc.com to set up your complimentary 10 minute introduction appointment.

Summary of Qualifications and Experience • Certified Public Accountant (CPA) (TX) • Personal Financial Specialist (PFS) • Certified Financial Planner® (CFP) • Series 65 Registered Investment Advisor (RIA) • Member of the American Institute of Certified Public Accountants • Member of the Personal Financial Planning Section of the AICPA • Member of the Financial Planning Association • Member of the Houston Area Financial Planning Association • Masters of Science in Accounting -Tax & Consulting Track, Texas A&M University – Professional Program in Accounting (PPA) • Bachelors of Business Administration in Accounting, Texas A&M University • Actively involved in multiple Real Estate organizations • Member of NexGen (The next generation of financial advisors) • Member of the American Legion • Member of the Houston’s Young Real Estate Professionals (HYREP) •Honorably discharged from both the United States Army and the Texas State National Guard after 8 years of military service

Michael J. Fitzgerald CPA/PFS, CFP®, MST President, Fitzgerald Financial Partners, LLC “The Real Estate Advisor” Michael J. Fitzgerald, CPA/PFS, CFP, MST is President of Fitzgerald Financial Partners, LLC, which provides comprehensive investment advisory and wealth advisory services to active professionals, entrepreneurs, executives and real estate investors. Michael is responsible for ensuring the continued growth and development of the business and specializes in providing investment management, real estate acquisitions, tax advisory and financial planning services to all of his clients. Services include, but are not limited to, tax planning, and consulting, estate planning, wealth accumulation, income protection, cost segregations studies and real estate retirement planning.

Michael earned his Masters and Bachelor’s degrees from Texas A&M University and is experienced in many different areas of advisory services. Michael is a Certified Public Accountant (CPA) and is accredited as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. There are less than 3,200 CPAs in the world with this specialized accreditation. Michael is also a Certified Financial Planner (CFP)® licensee and has passed the Series 65 Exam and is IAR (Investment Advisor Representative) of Fitzgerald Financial Partners, LLC a (RIA), Registered Investment Advisor Firm.

Prior to moving back to Houston to form Fitzgerald Financial Partners, LLC, he gained extensive experience with a variety of different accounting firms and wealth management boutique firms, where he obtained unique experiences in various industries (Real Estate, Energy Trading, Oil & Gas, and Manufacturing). Michael’s experience includes work at the “Big 4 Accounting Firm” of Ernst & Young, LLP and as the Director of Wealth Management for a Washington, DC investment advisory firm, where he helped manage a $175 million dollar investment portfolio. Michael has extensive experience working with real estate investors, from those just starting out to multi-billion companies and their unique problems.

In addition to his years of experience as a financial professional, Michael has a Masters of Science in Accounting -Tax Consulting Track from Texas A&M University as well as a Bachelors degree in Business Administration in Accounting.

Michael is especially knowledgeable in the issues facing Real Estate Investors and their families. Michaels’s specialty in retirement and education planning is complemented by his knowledge of tax planning, investment allocations and real estate retirement accumulation planning.

Michael is a Registered Investment Advisor (RIA) and is the founder and President of Fitzgerald Financial Partners, LLC, a Fee-Only Investment Advisory & Wealth Management service firm located in Houston, Texas. Michael is a true fiduciary advisor, where most advisors claim that they are, he proves it by utilizing all asset classes, not just stocks and bonds. Michael’s focus has been on providing comprehensive finan