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Your Future: Plan For Tomorrow, Today!

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 60s

Loss of a Loved One
Medicare
Healthcare Transition
Social Security
Sudden Wealth Event
Retirement Benefits
Transition Into Retirement
Charitable Giving
Insurance
Fortress Financial Strategies: Complimentary Resources
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
2nd Quarter
- Cashflow Check Up
- It's Time For Your Tax Returns
- Reviewing An Estate Plan
- Estate Document Review
- Beneficiary Review
3rd Quarter
- Reviewing Investments
- Goals Assessment
- Employee Benefit Review
- Reviewing Insurance Coverage
- Open Enrollment
4th Quarter
- Reviewing End Of Year Planning
- Planning For Strategic Charitable Giving
- Capital Loss Planning