Fitzgerald Wealth Strategies

Advanced Planning Inc. (API) specializes in brokering insurance products for its clients focusing on Life and Annuity products. As part of that planning its employees may discuss budgeting, assets, estate planning and retirement needs in order to properly assess the client’s financial situation before recommending any products. Fitzgerald Wealth Strategies LLC (FWS) provides consulting services regarding budgeting, accumulation of assets, estate planning, and retirement needs. FWS may require information and discussions concerning current investments and investment strategies to fully assess the client’s situation to provide the best possible advice regarding the client’s stated concerns and desires. Advanced Planning Inc. and Fitzgerald Wealth Strategies are NOT Registered Investment Advisors. They cannot charge fees or otherwise be compensated for any of the following activities: Recommendations or otherwise providing advice regarding securities; managing investment accounts or portfolios of clients; determining which recommendation or advice regarding securities should be given; soliciting, offering, or negotiating for the sale of investment advisory services; or supervise employees who perform any of these services. Fitzgerald Wealth Strategies, L.L.C. offers securities through Solutions 4 Wealth, Ltd. Solutions 4Wealth, Ltd. Is a SEC Registered Investment Advisor Member FINRA/SEC. Investment Advisors with Fitzgerald Wealth Strategies offers investment advisory services through Solutions 4 Wealth, Ltd. a Registered Investment Adviser. Donald Hatcher, Compliance Officer for Solutions 4 Wealth, and a Registered Investment Advisor, can be contacted at 817-416-1975 or donny@apnow.com. Additional information about Solutions 4 Wealth, Ltd. is available on the SEC’s website at www.adviserinfo.sec.gov. Additional information about advisors; Donald Hatcher, Edward Farmer, and Suzanne Fitzgerald is also available on the SEC’s website at www.adviserinfo.sec.gov.