Financial Advice | Wealth Management

Retirement, Tax & Financial Planning, Business Value & Exit Planning

• Financial, Retirement, & Income Planning

  No matter where you are in life we believe everyone should have a plan.  While some plans are more complex others just help you stay on track to meet your goals.
  
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• Portfolio Management & Investment Planning

  Fortress has over 20 years of in-house portfolio management experience with unique strategies you can't find anywhere else.
  
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• Proactive Tax Planning

  True Proactive Tax Planning is not only something you do in April but all year long so no opportunities are missed.  
  
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• Insurance Planning

  Our dedicated professionals can help create the insurance strategy you need. Protect your family and business from the financial consequences of life's unexpected events with our help.
  
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• Asset Protection & Risk Reduction Planning

  True asset protection starts with the correct positioning of assets while also ensuring that there are no weak spots that could catch you by surprise.
  
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• Budget, Debt & Credit Planning

  The best companies in the world understand their cashflow, budget, debt, and credit situation.  We believe that to achieve personal goals individual investors should do the same.  
  
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• Corporate Officer & Small Business Benefit Planning

  Whether you are a Corporate Officer looking to understand your benefits package, or a small business looking to retain employees we can help you understand your options.
  
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• Education & Family Support Planning

  Planning for your children's education can be can be overwhelming.  We can help you navigate the rough waters of education planning.
  
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• Charitable Giving & Legacy Planning

  People donate to charities for many reasons.  Some do so for the tax benefits, some to create a legacy, and others to help the causes they believe in.  No matter your reason we can help. 
  
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• Estate, Continuity & Exit Planning

  Effective estate, continuity, and exit planning enables you to manage your affairs during your lifetime and beyond. With access to our experience, resources, and subject matter experts we'll help secure your legacy for generations to come.
  
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