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Do You Have the Green Light to Retire?

How to Take Control of Your Finances for Your Future

Access the first 3 chapters of Tim Fitzwilliams' new book!

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Do you Have the "Green Light" to Retire?

How to Take Control of Your Finances for Your Future

Enter your information below to receive the opening chapters of Tim Fitzwilliams' new book.

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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.

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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 YOUR INSTANT DOWNLOAD

Do you Have the "Green Light" to Retire?

How to Take Control of Your Finances for Your Future

Enter your information below to receive the opening chapters of Tim Fitzwilliams' new book.

  • This field is for validation purposes and should be left unchanged.

DOWNLOAD THE FIRST 3 CHAPTERS NOW

Get to know

Our Team

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

tim2

Timothy Fitzwilliams Chief Executive Officer

corrine2

Corrine FitzwilliamsCHIEF MARKETING OFFICER

dan-roebuck

Dan Roebuck CHIEF OPERATIONS OFFICER

Staff-Brian

Brian LindbergInvestment Advisor Representative

Brian Lindberg
Investment Adviser Representative

brian@ffinancial.net

Brian Lindberg is passionate about helping people create financial confidence for retirement. His drive to help protect clients’ lifestyles comes from his own family’s financial struggles due to health issues. As an advisor, he focuses on building retirement income and legacy planning strategies for Fitzwilliams Financial clients.

Brian entered the financial services industry in 2016, and holds his Virginia life, health and annuities license. He also has passed the Series 65 securities exam, earning the designation of Investment Adviser Representative (IAR). He is a Navy veteran, serving as Aviation Electrician 2nd Class. Brian was honored to be chosen to play on the military all-star baseball team in 2007.

An accomplished musician, Brian has played guitar for live concerts for nearly 20 years. He lives in Norfolk, VA, with his wife, Jennie, and their son, Parker.

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scott-bartow

Scott BartowInvestment Adviser Representative

Scott Bartow
Investment Adviser Representative

scott@ffinancial.net

Scott's professional journey started in healthcare and moved towards management and entrepreneurship. This background combined with his desire to help people, eventually led him to a career in financial planning.

Scott holds insurance licenses in multiple states and is an Investment Adviser Representative (Fiduciary), allowing him to manage stock/bond portfolios. Scott has a bachelors degree in Health Care Management and a Masters Degree in Business Administration. He is trained in Social Security Planning, Six Sigma certified and has a certificate in Financial Planning from Old Dominion University.

As an advisor, Scott focuses on risk management and uses a disciplined approach, blending his knowledge of investments with the specific needs of individuals and families. He uses his teaching experience to provide financial education for everyone with whom he works. Scott believes in transparency and disclosure, you should know where your money is, what is costs you and what the expectations are for the future.

Scot and his wife live in Hampton Roads and they have a blended family of 5 children. Scott is active in his community serving on various boards and participating in many activities. He enjoys staying active and has many hobbies, including, motorcycles, bicycling, cooking, and traveling to name a few.

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jason-lavarias

Jason LavariasInvestment Adviser Representative

Jason Lavarias
Investment Adviser Representative

jason@ffinancial.net

Helping clients make smart choices about their money. That’s the philosophy that guides Jason Lavarias as a financial advisor. He focuses on helping people discover their values, creating plans to achieve their vision of financial success, and implementing those plans for their financial futures.

Jason has worked in the financial services industry for more than 15 years. He holds his life, health and annuities license in the state of Virginia, and he has passed the Series 7, 63 and 65 exams, earning the designation of Investment Adviser Representative (IAR). Jason is a graduate of the U.S. Naval Academy, where he earned his Bachelor of Science in mechanical engineering.

Outside of work, Jason pursues a wide variety of activities. He is the Scoutmaster for a Scouts BSA Troop and a Mate for a Sea Scout Ship. He enjoys indoor skydiving, scuba diving and off-roading. He is a CrossFit Level 2 Trainer, an Ultimate Human Performance Level 1 Physio-Kinesiologist, an International Bodyflight Association Level 2 Flight Instructor and a STEM educator for iFLY VA Beach Indoor Skydiving.

Jason lives in Virginia Beach with his wife, Victoria, and their son Severin, cat Graelam, dog Maggie, and guinea pigs Han Solo and Luke Skywalker.

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Staff-Jeremy

Jeremy DomozickEstate Planning Attorney

Jeremy Domozick
Estate Planning Attorney

jdomozick@domolaw.com

Jeremy Domozick is a local attorney who has been practicing for more than a decade in Hampton Roads. He focused on estate planning following his first job after law school as in-house counsel for a small local company. The owner of the company passed away and left behind an estate in total disarray. Jeremy saw the aftermath of the owner’s lack of planning and vowed to help other business owners avoid the same circumstances.

Jeremy is a graduate of George Mason University, with a Bachelor of Art in English and government/ international politics. He also is a graduate of William & Mary School of Law and has been admitted to the Virginia State Bar.

Jeremy takes a simple and straightforward approach to providing legal services. He has found that clients appreciate his ability to take complex legal concepts and make them easy for everyone to understand. He has been featured in several local media outlets, including “The Hampton Roads Show,” “Hampton Roads Business Weekly,” “The Specialist Radio Hour,” “Don’t Lose the Money Radio,” and “The Mortgage Scoop” radio show.

Outside the office, Jeremy enjoys bowling, reading and watching his kids play softball. He lives in Virginia Beach with his wife and three children.

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advisor

Steve MillerFinancial Professional

Steve Miller
Financial Professional


For nearly 30 years, Steve Miller has been helping individuals and families with strategies to help achieve their financial goals, using his creativity, flexibility and compassion.

Steve is a financial professional who can offer investment and insurance products and services. He is licensed to provide life and health insurance in multiple states, including Virginia, West Virginia, North Carolina and South Carolina, and he is a Registered Representative. He has worked for several large insurance companies during his career.

Steve is a member of the Million Dollar Round Table (MDRT) and the National Association of Christian Financial Consultants (NACFC).

He and his wife, Annette, have four grown children and four grandchildren. Steve is active in his church and several local nonprofits. In his free time, he enjoys traveling, singing, playing tennis and spending time with his grandkids.

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charlotte-wertman

Charlotte WertmanDirector of Communications

Charlotte Wertman
Director of Communications

charlotte@ffinancial.net

Charlotte brings her experience developing positive relationships to Fitzwilliams Financial. As director of communications, she uses her creativity to help ensure client needs are met and to develop new marketing strategies for the firm.

Charlotte has worked in financial services for the past five years and says the Fitzwilliams team’s values — integrity and kindness — make it a joyful place to work. She attended the Art Institute of Philadelphia, where she majored in graphic design.

Originally from Utah, Charlotte recently moved to Chesapeake from Pennsylvania. She and her husband, Michael, have three daughters. In her spare time, Charlotte enjoys interior design and cooking.

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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.


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