Shane Rankin - Financial Strategist

Shane Rankin - Financial Strategist My mission is to educate people on the taxation of their money in both the accumulation and
distribution phase of life. Knowledge is power.
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Know the rules of the game. Financial planning tends to stop at the accumulation phase for most people, however, how much money we get to SPEND from our portfolio is far more important. The Fitzpatrick Group is a Houston-based financial services firm specializing in tax-exempt and
tax-efficient retirement strategies for individuals and organizations. Our mission at the Fitzpatrick Group is to en

sure clients are planning for the taxation of their
money during the distribution phase. Our holistic approach to financial planning allows us to
assist clients in properly preparing for their financial journey through life. We assist individual clients as well as business owners in:
- Accumulate and distribute wealth off the radar screen of the IRS eliminating or minimizing
unnecessary federal taxation on their retirement savings.
- Eliminating unnecessary and excessive advisor fees as well as over leveraged market
volatility.
- Protect loved ones from financial disaster when the unexpected happens

Key Questions to think about:
Do you believe you are going to make more money in the future than you are currently? (income potential) (climb the tax brackets organically)
Do you believe that federal income taxes will be higher in the future than they are now? Do you want to learn how to avoid paying unnecessary financial advisory fees? (rent for babysitting your money)
Do you want to learn how to truly diversify your retirement savings vs. betting solely on the stock market or a single asset class? Let’s connect and I can show you how to maximize your financial future while minimizing and even totally eliminating the enemies of wealth.

Address

1800 West Loop South Suite 1800
Houston, TX
77027

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 8am - 6pm

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Our Story

More important than what I do, is why I do what I do. I’ve found that what I thought I knew about money wasn’t true at all. You see I believe, and most people agree, that you should only have to pay income taxes once. Yet we continue to contradict our beliefs and engage in financial strategies laden with future taxes that we don’t even understand. I’ve also learned that the wealthy move their money in the exact opposite direction as everyone else because they know how taxes, interest, and fees work. I help my clients identify money they’ve been unnecessarily spending on taxes and fees, stop the bleeding, put that money back into their pocket using a strategy that has been endorsed by the IRS for over 100 years! As a result, my clients can buy the things they want, and never have to pay another federal income tax on their wealth again. Office: 713-969-4517 Cell: 832-221-2995 Email: [email protected]