Jim Fitzgerald

Contact

Jim Fitzgerald, CFP®, CLU®, ChFC®
Estate & Business Planning Specialist

3901 Westerre Pkwy
Ste 300

Richmond, VA 23233

Phone: 804-762-7032

Fax: 804-421-4134

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Jim Fitzgerald's Commitment to You

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

Jim Fitzgerald believes it is his responsibility to learn and understand all that he can about what is important to his clients, their families and their businesses. This creates the foundation for a long-term relationship where, by providing innovative solutions and outstanding service, Jim hopes to warrant the confidence and good faith of the executives, professionals and business owners with whom he works.

Let Jim Fitzgerald help you ensure your financial future is all you want it to be.

 

 

Jim recommends that you take a few minutes to view the presentation below, as it includes valuable information about the benefits of permanent life insurance.

Permanent Life Insurance – A Unique Asset

 

In the News

Ed ZoreNorthwestern Mutual's CEO on CNBC
CEO Ed Zore recently appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy.

Click here to play the video.

Recommendations

The Mint: A Children’s Guide to Handling Money Wisely
Clients frequently ask Jim Fitzgerald how to teach children basic financial concepts, such as compound interest, taxes and inflation. Jim recommends The Children’s Guide, a site designed especially for children.

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

View Annual Report

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Gift Tax Exemption Sunsets in 2012

Legislation that increased the amount each person can give during life or at death without federal gift or estate tax is $5.12 million only through the end of 2012.

See how permanent life insurance can create leverage to make that gift even more powerful.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Permanent Life Insurance and Building Financial Security

Build Your FoundationView this brief video to learn about the major benefits permanent life insurance can offer, from cash value accumulation to tax benefits and more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual.

Click here to visit the site

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

Enroll Now

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.