Kyle Fitzgerald

Financial Advisor|RICP®

501-733-0733

10800 Financial Centre P Suite 550, Little Rock, AR 72211

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Get a financial plan that prioritizes your priorities.

Here’s why we deliver more value to clients, leading them to choose Team Fitzgerald year over year:

Goal-based approach that keeps your life vision front and center in everything we recommend

Focus on tax-efficient strategies to maximize accumulation potential

Life insurance planning plus total asset allocation and location for all holdings in the portfolio

Excellent service that goes above and beyond, ensuring you are informed at all stages of planning and implementation

Fiduciary responsibility that puts your fiduciary needs above our own interests, with a compensation model based on a percentage of Assets Under Management

Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Who We Serve

Whether you’re just starting out, well on your way to living your dream, or eagerly approaching retirement, Team Fitzgerald can help you reach your goals with a personalized financial plan.

We serve clients seeking sustainable, long-term growth — not just immediate results and returns. Our client segments include:

High income earners/net worth individuals and families - Particular expertise in tax strategies for high-income earners
Retirees and pre-retirees - Retirement planning for those approaching or transitioning to retirement
Small/closely held businesses - Life insurance, tax, and succession planning for closely held business owners serving niche markets
CRNAs/Physicians - Managing medical school debt, protecting your greatest asset - the value of your unearned paychecks, overcoming shorter time horizon to save for retirement after finishing training

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.