The Fitzgerald Agency

Sometimes the problem isn’t how much you save… it’s who you’re saving for.

This couple had retirement savings, but they were on track to pay lenders for 26 more years — and far more in interest than they were earning on their savings.

We built them a smarter plan:

11 years to debt free
$67K in interest saved
$652K in assets growing

Same income.
Smarter path.

If you’re ready to stop building wealth for the banks and start building it for you, let’s talk.

This past week we had the pleasure of serving an awesome couple and I don’t think it’s possible to be happier for them. Check out what we were able to do…

When we first started talking, they had a 27 year schedule to pay off the following:

- 💳 4 credit cards
- 🚙 2 vehicle loans
- 🏦 1 personal loan
- 🏠 1 mortgage

Together, we were able to build a plan that pays off everything, not in 27 years, but in 8, saving them nearly $100k in scheduled interest payments.

Instead of finishing up their last loan payment in 27 years, they will have amassed over $2 million bucks. In 40 years, it’ll be over $3.6 million.

There must have been bad allergies that day because we were dabbing our eyes by the end of our meeting.

We keep telling people that we finish up each day of this job feeling like Santa Claus. Our heads hit the pillow and we look forward to waking up and helping more people.

If you know anybody whose lives would be more comfortable if their home, cars, loans, credit cards, and student loans were paid off in half or even a third of the time... or if they don’t have debt but they just want their money to work harder, please be sure to let us know.

Love,

Your financial Santa