Basic Information
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Company
The Fitzpatrick Group -
Phone
2816844612 -
Mobile phone
281 684 4612 -
Email
tmcwilliams@fitzgrp.com -
What is your "why"? Why do you do what you do?
There is a lot of misinformation regarding financial planning for individuals and business owners. I am a financial strategist to help educate consumers so that they can make informed decisions as they plan their savings and retirement plans. -
About me
I am a happily married man of 31 years with 3 daughters, 2 sons-in-law, and 2 grandsons. In addition to helping people with their finances, I am the Co-President of the Spring Cypress Chapter of Sleep in Heavenly Peace; a charity that builds and delivers beds to kids sleeping on the floor in our community. -
Title
Financial Strategist -
Hobbies and interest
Working out, hunting, fishing, playing tennis and traveling with my wife. -
Website
retiretaxexempt.com
Contact Information
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City / Town
Houston -
Describe your perfect referral
The perfect referral for me is someone who is 35+ years old and is interested in lowering their tax liability and increasing their income from their retirement portfolio. -
State
TX -
Zip
77027 -
Country
United States -
Special offers to the group
Free retirement tax liability analysis. -
Facebook Business Page URL
www.Facebook.com/tmacfitzgroup -
LinkedIn Profile
LinkedIn.com/in/treymcwilliams
Education
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College / University
Southern Methodist University -
Graduation Year
1987