Teresa M. Fitzgerald

I'd love to connect with you to create a lifestyle financial plan by design! I founded Affinity Planning Partners with a designed approach to elevating the client experience.

The financial industry and clients needed a fresh, dynamic and personable approach to client collaboration, based on connection and trust! Since 2006 my affinity has been to refine, re-design and exceed client expectations, compared to the status quo of the financial industry. Affinity Planning Partners is a woman-owned, independent fiduciary, fee-based financial planning, financial advising and wealth management practice. My associates and I are non-proprietary in our strategies. This means we are not contractually bound to recommend any one specific product or strategy, keeping your best interest top of mind. I partner with my clients within their financial planning and wealth management to create lifetime income distribution planning, in advance of life's changes and new integrations. Whether those changes and integrations are a pro-active choice, by chance or an unplanned circumstances. This allows every client to have the power to create their financial path and plan to accomplish their dreams and goals. From entrepreneurs and business owners to sales executives and those thinking about retiring....... You all have at least one thing in common: You're busy and want to collaborate with a financial planner and wealth management advisor with who leads with empathy, trust and experience! I also have an affinity for helping women and their families plan for their future, as they're busy building their legacies. Thanks for the opportunity to meet you! www.affinityplanningpartners.com Teresa@affinityplanningpartners.com Financial Planning Consultant Wealth Management Advisor Founder & Owner FINRA Series 7, 66, 6 & 63 Life, Accident & Health Licensed in AR, AZ, CA, CO, DE, GA, HI, FL, IL, IN, MA, MD, MI, NJ, OH, SC, TX, VA, and WI. Variable licensed in AR, AZ, CA, CO, DE, GA, HI, FL, IL, IN, MA, MD, MI, NC, NJ, OH, SC, TX, VA, and WI. LTC licensed in GA, IL, TX. AR Insurance License #10170240 CA Insurance License # 0M77215 Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com Affinity Planning Partners and the above firms are independent and non-affiliated.