Fitzwilliams Financial

Fitzwilliams Financial's mission is to help individuals, families and small business owners plan for a sound financial future by using 5 key components of financial planning. 1: Investment Planning 2: Tax Planning 3: Retirement Planning 4: Insurance Planning 5: Estate Planning This is accomplished via: A Chartered Financial Analyst as our portfolio manager with a focus on Economic market cycles. Actively Managed Accounts -Utilizing advanced market cycle analysis, and professionally managed by an Independent Chartered Financial Analyst A Tax Firm to engage and help with tax planning, tax preparation and bookkeeping. A globally recognized top performing Insurance Agency - A 'Top of the Table' rated insurance agency specializing in advanced risk mitigation. An Estate planning attorney to help with all levels of Estate planning needs to include but not limited to Trusts, Wills, Power of Attorneys and Medical Directives. By having all of these professionals under one company, we create the ultimate client experience of a 1 stop shop for all financial planning needs.