Financial Products & Family
We have learned from personal experience, many families find out too late that they are unprepared financially for their retirement years.
Browse our website to learn more about how to best prepare for a comfortable and independent retirement. Enjoy the freedom and flexibility that comes with being financially independent. Plant those seeds now, early enough to reap the benefits in the future. Fitzwilliams Financial can help you maintain and grow your portfolio towards helping you protect your assets. We want you to keep your hard-earned savings and have a solid strategy to last throughout your retirement years.
If you already have a retirement plan, we suggest a periodic financial review to make sure you stay on track to meet your retirement goals. If you have not started a retirement plan yet, no worries, as it is never too late to start preparing for the future. Fitzwilliams Financial can help you at whatever stage of retirement you need. We want to help you understand your options to help reach your financial retirement goals. The way to start a great retirement plan is just a step away. We are here to serve your financial needs.
The Founder Of Fitzwilliams Financial
Our founder, Timothy Fitzwilliams‘ motivation is fueled from watching his father, just after having a heart attack and quadruple bypass, find out that his military retirement was not enough to cover expenses – not even a funeral! It was too late for Timothy’s father to get any other valuable life insurance in this situation. Every day since, Timothy’s drive and focused determination is to never let another family end up in a situation like his father and family.
Timothy’s drive is so powerful and sincere that, just in the past five years, Timothy’s efforts to help people like his father lead him to quickly become recognized by his clients and colleagues as a seasoned and experienced financial professional.
Our founder’s focus is the middle class family, and to keep Fitzwilliams Financial family-friendly. We strive to watch our clients grow and flourish in retirement. We are excited when they are excited. We are there with them through the bumpy times. We are there with them through the best times and the worst times.
Through proper planning and our help, you and your family, can be better prepared for your retirement years. Don’t wait until it is too late! Time is on your side, if you act now. Contact Fitzwilliams Financial and take control of your financial future.
Our Financial Expertise
We offer an extensive list of financial products and solutions to help families, individuals and businesses maintain and grow their financial portfolios in Chesapeake, Virginia Beach, Norfolk, Suffolk, Hampton, Newport News, surrounding Hampton Roads areas, and other states throughout the United States. We work with a team of professionals to provide retirement strategies. We pride ourselves on having a team made up of licensed insurance professionals who, as fiduciaries, seek to always act in your best interest first – not ours.
At our firm, we hold ourselves to impartial conduct standards by being loyal to you by making prudent recommendations. Our holistic approach to your financial well-being also includes the other aspects of your financial health and long-term planning. In our firm, we can make available to you an estate planning attorney and a highly educated CPA. With this synergistic effect, we are prepared for your unique situation.
Our financial services focus is providing a tax-free income in retirement, as we know lowering your tax liability helps you keep more of your earnings. We focus on two simple rules at Fitzwilliams Financial. These rules focus on helping to protect and increase your wealth:
Rule #1: Just Don’t Lose the Money
Rule #2: Don’t Forget Rule #1
Our Happy Clients
What is the most important thing at Fitzwilliams Financial? Our happy clients. We make sure to listen to our clients. Only if we understand their situation and financial goals can we structure a successful financial strategy for each client. Each client situation is unique and we strive to meet each client’s individual goals. We travel nationwide, talking to individuals and families in different careers and stages in their lives. The main point of our travels is to make more happy clients by protecting their financial portfolios and helping them strategize for long term growth.
We strive to keep our Fitzwilliams Financial clients, and community, happy by offering financial education training, locally in Virginia Beach, throughout Hampton Roads and across the nation. We make sure to present topics in an easy to understand manner, instead of using confusing financial terms and definitions. That way, you can easy see your financial options. We work towards meeting and exceeding your expectations. Fitzwilliams Financial is here to help you understand your options.