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Your Future: Plan For Tomorrow, Today!


Market Commentary

Market Commentary

  • Market & Economic Trends
  • Industry Sector Knowledge & Timing
  • Federal Reports from Cetera®


Contact us to Learn More about how this information can impact your Personal and Business Financial decisions.

Age-Related Planning 20s-30s

Age-Related Planning 20s-30s

Reviewing Your Tax Return

Child Adoption

Buying A Home

Gain/Loss of a Job

Promotion or Raise at Work

Getting Married

Child's Education

Investments

Insurance


Age-Related Planning 40s-50s

Age-Related Planning 40s-50s

Aging Parents

401(k) or IRA

Savings

Refinance Mortgage

Stock Options

Contributions/Conversions

Retirement Planning

Divorce

Insurance



Age-Related Planning 60s

Age-Related Planning 60s

Loss of a Loved One

Medicare

Healthcare Transition

Social Security

Sudden Wealth Event

Retirement Benefits

Transition Into Retirement

Charitable Giving

Insurance

Age-Related Planning 70s

Age-Related Planning 70s

Estate Plan

Loss of a Spouse

Terminal Illness Diagnosis

Social Security Benefits

Mortgage Refinance

Open Enrollment

Legacy Plan

Distributions

Insurance

Fortress Financial Strategies: Complimentary Resources


4 Critical Social Security Facts

4 Critical Social Security Facts

Download
The Treasures Of Financial Wellness

The Treasures Of Financial Wellness

Download
Leaving a Lasting Legacy

Leaving a Lasting Legacy

Download
Download Our Don't Panic E-Book!

Download Our Don't Panic E-Book!

Download
Understanding Your Estate

Understanding Your Estate

Download
Common Tax Errors To Avoid

Common Tax Errors To Avoid

Download
 5 Ways to Stay Confident in Retirement

 5 Ways to Stay Confident in Retirement

Download
What Do You Know About Investing

What Do You Know About Investing

Download

The Fortress Financial 2023 Planning Calendar

1st Quarter

  • 15 Ways To Save More In 2023
  • Start The Year On The Right Foot
  • RMD Management For The Year
Learn How to Access

2nd Quarter

  • Cashflow Check Up
  • It's Time For Your Tax Returns
  • Reviewing An Estate Plan
  • Estate Document Review
  • Beneficiary Review
Learn How to Access

3rd Quarter

  • Reviewing Investments
  • Goals Assessment
  • Employee Benefit Review
  • Reviewing Insurance Coverage
  • Open Enrollment
Learn How to Access

4th Quarter

  • Reviewing End Of Year Planning
  • Planning For Strategic Charitable Giving
  • Capital Loss Planning
Learn How to Access

Are You Ready for Financial Planning or Have Questions?

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