At The Fitzpatrick Group, we believe in education. To make the best-informed decision, you need as much information as possible. Under this tab/section, you will find links to various white papers and eventually videos, that you can use to educate yourself along your financial journey. The Content is strictly for educational purposes and not prescriptive. That said, we trust you will find the information valuable. We are careful not to make any recommendations on this website. As each individual, business, and financial strategy is unique, our website content must be broad in scope and not specific. That said, we believe that the information you find on the website will be unique as it relates to the status quo financial services industry. We hope you will take the time to schedule a meeting to learn how our strategies can benefit you.

Welcome, we hope you have found the information and educational process beneficial. Please feel free to visit our Volatility Calculator (coming soon), as well as access some of the educational pieces referenced throughout the process and discussions. Here you will also find access to tax tables, white papers, and several videos, to further your education experience.

Financial services professionals visit our site all the time. If you are not satisfied with your current position, please feel free to contact us privately to start a discussion, disrupt@fitzgrp.com. Some common concerns we hear throughout the industry are, “I am not getting any training. I am not growing or learning anything new. I do not understand my contract and compensation. Do I own my book of business? Am I really a business owner? I think I am underpaid in the industry. I don’t feel comfortable in the culture. They just want me selling. I would not invest my money here. I feel stuck” … If these concerns, or any like these, feel familiar, you have come to the right place. If you are new to the industry, avoid these common traps. Come learn what and why recruiters tell you what they do. What does the proper Contract, Training, and Culture mean to you now and in the future? Ask yourself, do you want to be part of meaningful change? Do you want to learn, grow, educate, and guide your clients? Come experience the difference!