Your Business Is Your Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Fortress Financial Strategies can help you address the most common financial topics for business owners.
Succession and Exit Planning
Capital structure
401k and Benefits Planning for Employees Payroll
Buy-Sell Agreements and Funding
Personal Financial planning for owners
Risk management
Retirement planning
Tax management
Estate/legacy planning
Key person planning Personal
Financial planning for employees
