Achieve the retirement of your

dreams


Your desire for financial success fuels our drive to help families throughout Hampton Roads, Virginia, and across the nation.

Get Started in

3 Easy Steps:

  • 1

    Discover


    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    Evaluate


    Using the Green Light Retirement Process, we’ll examine your current financial situation and determine your retirement needs.

  • 3

    Plan


    Receive a custom strategy to help you reach your unique retirement goals.

Need more info?

Attend a live workshop


Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...

Check back later for upcoming events.

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INSTANT DOWNLOAD

Do You Have the “Green Light” to Retire?

How to Take Control of Your Finances for Your Future

Have you been dreaming of retirement and looking forward to the days when your time is yours and yours alone? First, you’ll need a plan to help address questions like:

  • How will you generate income?
  • What can you do to mitigate future tax bills?
  • How can you keep the standard of living you want in retirement?

In his new book, Tim Fitzwilliams brings his industry experience to bear on what it takes to give yourself the permission to retire, to “green light” your own future. He exposes myths and misconceptions about income in retirement, Social Security, 401(k) taxation, and longevity in America to give readers a fuller and more comprehensive look at retirement planning today.

Get to know

Our Team


Discover how we help individuals and families achieve their ideal retirements.

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Timothy Fitzwilliams Chief Executive Officer

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Corrine FitzwilliamsCHIEF MARKETING OFFICER

deanna

Deanna Jones CHIEF OF OPERATIONS

Staff-Brian

Brian LindbergInvestment Advisor Representative

scott-bartow

Scott BartowInvestment Adviser Representative

jason-lavarias

Jason LavariasInvestment Adviser Representative

Staff-Jeremy

Jeremy DomozickEstate Planning Attorney

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Discover

Let’s Get Started


Click the link below to schedule a time to talk with Fitzwilliams Financial. During this meeting — through your choice of video conference, phone call or visit to our office — we’ll aim to get to know who you are and what you want out of retirement.