Fitzgerald Financial Services

Fitzgerald Financial Services We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

October is Financial Planning month! Regardless of where you stand financially, having a sound plan is crucial to ensure...
10/05/2022

October is Financial Planning month! Regardless of where you stand financially, having a sound plan is crucial to ensure your retirement, insurance, and more are properly taken care of. If you're looking for resources or just have a question, send me an email or give me a call!

Applications for FAFSA grants for the 2023-2024 school year can now be submitted. Don’t forget to apply for FAFSA grants...
10/03/2022

Applications for FAFSA grants for the 2023-2024 school year can now be submitted.

Don’t forget to apply for FAFSA grants starting October 1st! Talking to a financial advisor can help you figure out any concerns or questions you may have about the process.

FAFSA applications are now open as of October 1st. The earlier you apply the better your chances are for receiving aid.

A life insurance policy can not only replace income or pay funeral expenses, it can also help pay off credit card debt a...
09/29/2022

A life insurance policy can not only replace income or pay funeral expenses, it can also help pay off credit card debt and be used for educational or childcare expenses. And while a life insurance policy may seem too expensive, most will be surprised by how affordable a policy can be. If you’re interested in learning more about life insurance and seeing if a policy can benefit you, click the link below to reach out to me.

https://hubs.la/Q01nwvQR0

A solid emergency fund typically covers three to six months’ worth of living expenses. Having a solid emergency fund in ...
09/27/2022

A solid emergency fund typically covers three to six months’ worth of living expenses. Having a solid emergency fund in place provides not only you peace of mind, but the people who rely on you as well.

No matter when you start saving for college, it’s important to use the resources around you. 529 savings plans are a gre...
09/22/2022

No matter when you start saving for college, it’s important to use the resources around you. 529 savings plans are a great place to start if you’re looking for tax-advantaged savings. If you have questions about how to best save for your children’s education, click the link below to reach out.

https://hubs.la/Q01mX1tS0

Did you know if you receive Social Security benefits when you turn age 65, you are automatically enrolled in Medicare Pa...
09/15/2022

Did you know if you receive Social Security benefits when you turn age 65, you are automatically enrolled in Medicare Parts A and B, which cover hospital costs and doctor visits? Part D, which covers prescription costs, is an optional add-on. Take this National Medicare Education Week to catch up on the latest Medicare information. If you have any questions along the way, feel free to reach out at any point.

https://hubs.la/Q01mlH0d0

Today we honor and commemorate those who lost their lives on 9/11.
09/11/2022

Today we honor and commemorate those who lost their lives on 9/11.

Regardless of where you are in life, it’s never too late to start saving for retirement. The benefits of a 401(k) make i...
09/09/2022

Regardless of where you are in life, it’s never too late to start saving for retirement. The benefits of a 401(k) make it a much more effective savings method when you consider the tax advantages and employer match. Take this National 401(k) Day to talk with your financial advisor about either getting started or checking up on your 401(k).

Happy Labor Day! Enjoy the long weekend!
09/05/2022

Happy Labor Day! Enjoy the long weekend!

We pay tribute to all those who lost their lives in WWII and the brave veterans who helped bring about V-J Day and the e...
09/02/2022

We pay tribute to all those who lost their lives in WWII and the brave veterans who helped bring about V-J Day and the end of the war.

College football is right around the corner. I'm looking forward to cheering on Navy this season!Go Navy! Beat Army!
08/31/2022

College football is right around the corner. I'm looking forward to cheering on Navy this season!

Go Navy! Beat Army!

Having a negative financial outlook during a bear market is not uncommon. During these times of uncertainty, having a so...
08/26/2022

Having a negative financial outlook during a bear market is not uncommon. During these times of uncertainty, having a sound financial plan in place is crucial. If you're looking to start building your financial foundation, I can help! Click the link below to get in touch with me so I can help you pursue your financial goals.

https://hubs.la/Q01kZxkn0

Address

15315 Magnolia Boulevard Ste 415
Sherman Oaks, CA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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