What we do
Social Security Optimization
Social Security Optimization
Social Security Optimization
Did you know only 6% of indivduals succeed in fully optimizing their social security benefits? We are here to help you understand your personal social security benefits and how to make the best decisons for your retirement.
Tax Planning
Social Security Optimization
Social Security Optimization
We can help you minimize your taxes in retirement.
Retirement Income Planning
Social Security Optimization
Retirement Income Planning
Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather market fluctuations.
We are here to help you create a Retirement Income Plan to ensure you never run out of money.
Meet the Team
Matt Fitzgerald
Matt Fitzgerald - Investment Advisor & Fiduciary
Matt Fitzgerald is a dedicated Investment Advisor and Fiduciary with a passion for helping clients achieve their financial goals. A 1995 graduate of Indiana University’s School of Business, Matt earned dual majors in Finance and Real Estate with a minor in Economics.
With over 29 years of industry experience, Matt holds an impressive array of licenses, including Series 65, 7, 6, 63, 26, SIE, and Life Insurance, underscoring his deep expertise in financial planning and investment management.
Born and raised in Chicagoland, Matt recently relocated to Geneva, where he continues his mission of finding innovative solutions to client’s financial needs. He thrives on building strong relationships with clients and creating personalized strategies to secure their financial futures.
Amy Fitzgerald
Amy Fitzgerald - Account Manager
Amy Fitzgerald a seasoned professional with a rich background in policy innovation and client relationship management. Amy brings a unique blend of strategic insight and operational excellence to FRS.
Amy is a graduate of University of Iowa, with a degree in Communication Studies.
Matt and Amy are proud parents to two beautiful daughters.