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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
Part A (Hospital insurance)
Part B (Medical insurance)
Part C: Combines Parts A and B and often part D
Part D: Perscription Drug
Term Life Insurance
Whole Life Insurance
Fixed and Variable
Provide Income for a Duration
Long Term Care Benefits
Annual Maximum Benefits
Short Term Disability
Long Term Disabiltiy
Long Term Services & Support
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.