FitzHugh Financial Group

~Investments, Philosophies, Education~

FitzHugh Financial Group, LLC offers clients investment philosophies and services along with ongoing educational classes to assist them with accomplishing their financial goals. We service Brunswick County and Southeastern North Carolina. We hold ongoing educational presentations for investors in St. James, Southport, Oak Island, Boiling Springs Lakes, Shallote, Leland and Wilmington, NC. We have paired with the brightest minds in the industry to show people the truth about prudent investing.  We work with Matson Money who has a sterling reputation for honesty and integrity.  Mark Matson, Founder and CEO of Matson Money can constantly be seen on networks such as CNBC, FOX News, Fox Business News and countless financial publications.  Our passion is saving North Carolina investors from the pitfalls which exist in the financial services industry.  We strive to bring this message to the people and assist our clients in learning the truth about investing.

We believe that there are 20 MUST-Answer Questions which all investor’s must be able to answer in order to find true peace of mind and prosperity.  Feel free to test yourself and please contact us to learn more.

The 20 MUST-Answer Questions!!

1. Have you discovered your True Purpose for Money, that which is more important than money itself?
2. Are you invested in the Market?
3. Do you know how markets work?
4. Have you defined your Investment Philosophy?
5. Have you identified your personal risk tolerance?
6. Do you know how to measure diversification in your portfolio?
7. Do you consistently and predictably achieve market returns?
8. Have you measured the total amount of commissions and costs in your portfolio?
9. Do you know where you fall on the Markowitz Efficient Frontier?
10. When it comes to building your investment portfolio, do you know exactly what you are doing and why?
11. Are you working with a financial coach versus a financial planner?
12. Do you have a customized lifelong game plan to guide all of your investing and spending decisions?
13. Do you have an Investment Policy Statement?
14. Have you devised a clear-cut method for measuring the success or failure of your portfolio?
15. Do you fully understand the implications and applications of diversification in your portfolio?
16. Do you have a system to measure portfolio volatility?
17. Are you aware of the incentives brokerage firms and the financial community have when selling commission-based products?
18. Do you know the three warning signs that you are gambling and speculating with your money versus prudently investing it?
19. Can you identify the cultural messages and personal mindsets about money that destroy your peace of mind?
20. Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode?