Our goal is to help you develop and implement a plan that creates multiple income streams that you will never outlive. Part of this process also includes helping you shield and protect your assets from exposure to market risks while still earning competitive returns on a tax advantaged basis without risk to prior gains or principal. Once it is time to transfer your assets to your heirs, church or charity we will show you how to do so in the most tax efficient way possible while avoiding probate.
We are also strong advocates of "Out of the Box" thinking. Unfortunately there are many misconceptions about what is the best system for creating wealth. Is a "qualified plan" the best? We believe there are other options for you to consider. One thing we guarantee is that you will never feel pressured to purchase a product. It is our goal to make sure that anytime you choose to purchase a product or make an investment that you fully understand why it makes sense for your overall financial plan and wealth building/preservation strategy.
As a client of Fitch Financial Partners we will educate and coach you on not only proven strategies but also new and sometimes unconventional approaches to building wealth. We believe that you must take an active role in your retirement plan. You will be provided with the necessary information so that you completely understand your retirement game plan.
Please take the time to review the information on this website and call or email us for a "No Cost, No Obligation opinion of your current financial plan. We thank you in advance for the opportunity to be of service.
