Our goal is to take the fear out of your financial future and give you confidence.
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AS SEEN AND FEATURED IN
Achieve the retirement of your
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:
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Green Light Retirement Process, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
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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.
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
Discover how we help individuals and families achieve their ideal retirements.
Timothy Fitzwilliams Chief Executive Officer
Corrine FitzwilliamsCHIEF MARKETING OFFICER
Dan Roebuck CHIEF OPERATIONS OFFICER
Brian LindbergInvestment Advisor Representative
Scott BartowInvestment Adviser Representative
Jason LavariasInvestment Adviser Representative
Jeremy DomozickEstate Planning Attorney
Steve MillerFinancial Professional
Charlotte WertmanDirector of Communications
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.