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Insurance & Protection

Protect Your Family and Business Assets

Planning for unforeseen events is one of the most often overlooked aspects of financial planning. Yet it's also one of the most important. Regardless of how much time or money you spend building your investments; one unfortunate event can quickly erode the value of that plan if you don't have an appropriate insurance strategy in place.

At Fortress Financial Strategies, our services include Essential Insurance Strategies, to help make sure that your financial future and your loved ones are protected.

For Group & Individual Health Insurance or Medicare Supplements Not offered through First Allied Securities, Inc.Contact Fortress Insurance Services.


Fee For Service

Managed Care


Part A (Hospital insurance)

Part B (Medical insurance)

Part C: Combines Parts A and B and often part D

Part D: Perscription Drug 

Life Insurance

Term Life Insurance

Whole Life Insurance


Fixed and Variable

Provide Income for a Duration

Asset Growth

Death Benefit

Long Term Care Benefits

Vision & Dental


Annual Maximum Benefits

Service Types

Waiting Periods



Property & Casualty






Short Term Disability

Long Term Disabiltiy

Long Term Care

Long Term Services & Support

Age Factor

Max Days

Max Amount

When Was the Last Time You Reviewed Your Insurance Policies?

Our Policy Evaluation Program (PEP) allows us to review your current policy to determine if it is performing as expected.

Often we find that many policies we review can be improved by either saving the client money or increasing the coverage for the same cost.

Visit Fortress Insurance Services