This video explains the process we use to evaluate a Doctor's Economic Lifecycle. Using the GreenBook methodology we are able to evaluate a doctor's current progress on their journey to Financial Independence. After this evaluation, we develop a Financial Plan called a RedBook which is used as a roadmap to guide a Doctor toward achieving...
Financial & Retirement Planning, Wealth Management, Investments, Insurance Phoenix & Glendale, Arizona 623-255-5180
Why should you work with us for all your Financial Planning and Insurance needs?
First, we believe your time is valuable. So, we become your Personal Financial Advocate and provide the value of having one point of contact for all of your Financial Planning and Insurance needs. Fortress Financial Strategies is a family owned wealth management firm in Glendale, AZ that focuses on the needs of individuals and business owners. Our Mission is to help our client’s reach Financial Independence while gaining Greater Return on Life. We understand that there can be many facets to your financial picture, other than just investments. So we help identify and prioritize those needs and create a totally unique and dynamic plan for you! Our other divisions Fortress Business Advisory and Fortress Insurance Services work to support this mission by filling gaps and making Fortress your trusted advisor for all things financial.
We specialize in Integrated Comprehensive Wealth Management. Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs. We provide specialty programs you won't find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses. While most of our client's are located in Arizona we do work with a select group of client's across the United States. Contact us today for a one hour no obligation review and find out how we can help you.