At Fitzgerald Retirement Strategies, our approach revolves around understanding your individual financial needs and retirement goals. We prioritize transparency, trust, and excellence in every financial strategy created, ensuring that the financial future is well-managed.

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Our firm and our network of professionals was formed to address a gap identified during a crucial time in one's financial journey—retirement. While many advisors focus on accumulation and returns during the working years, there is less emphasis on the transition from accumulation to preservation and distribution.

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Clients often discuss their 401(k), IRAs, and brokerage accounts, but not as frequently their retirement income plans or strategies for converting those assets into desired retirement income. Our advisors undergo specialized training to understand Social Security's role in retirement income strategy.

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Fitzgerald Retirement Strategies is an independent advisory firm, allowing us to use various insurance and investment solutions to meet client needs without committing to specific financial firms or investments. We analyze clients' current situations along with their future concerns, goals, and aspirations and make recommendations in their best interest. This approach is straightforward, yet distinct from most advisors' practices.