What Do You Expect From Your Advisor?
At Fortress Financial Strategies, we pride ourselves on providing a wide range of services that address your financial needs from head to toe. Where else can you find knowledge in ALL of these areas?
- Financial Planning
- Wealth Transfer Advice (while still alive)
- Investment Management
- Trust Services
- Estate Planning
- Tax Planning Advice
- Non-Liquid Asset Management
- Loan & Edit Management
- Long Term Care Insurance Advice
- Life Insurance Advice
- Educational Financing Advice
- Business Succession Planning
- Non-Qualified Plans
- 1031 Exchange Opportunities Tax Deferred
- Personal Lines of Credit on Investments
- Property & Casualty Insurance Advice
- Health Insurance Advice
Multi-Family Office
The Fortress Companies operates as a Multi-Family Office (MFO) for High-Income families and Business Owners that offers integrated, highly customized services to a limited number of clients. Participating families have access to a wide variety of integrated services.
What is a Certified Wealth Strategist®CWS?
A Certified Wealth Strategist or CWS ® is a financial professional who has obtained a higher level of education and training in financial planning. They specialize in working with high-net-worth clients, generally those with one million or more in liquid asset dollars. The Certified Wealth Strategist’s expertise goes beyond finances. They are highly skilled and trained to nurture client relationships with affluent clients.
What is a Certified Plan Fiduciary Advisor®CPFA?
A Certified Plan Fiduciary Advisor® (CPFA®) is a financial professional that demonstrates expertise and experience working with retirement plans. During the CPFA® certification, candidates spend around two months learning about fiduciary services for retirement plans. CPFA®s can help their clients objectively review their financial status.
What is a Certified Nonqualified Plan Advisor™NQPA™?
The Nonqualified Plan Advisor (NQPA™) credential – developed by some of the nation's leading advisors and retirement plan experts – demonstrates the knowledge, expertise, and
commitment to working with nonqualified deferred compensation and nonqualified executive compensation plans.
Advisors who earn their NQPA™ demonstrate the expertise required to advise employers on nonqualified plan design and plan financing.
Certified Exit Planning Advisor® CEPA
The Certified Exit Planning Advisor® (CEPA®) credential is well-recognized in the marketplace, accepted for continuing education credits by 12 major professional designations and endorsed by over 15 national organizations. Advisors who earn the CEPA designation are trained to holistically serve business owners’ needs regardless of the timing of their exit. CEPAs are trained to lead teams, help business owners make educated decisions, and help create positive change and successful exits. Advisors that help change the look of Exit Planning for today's Business Owner.
Certified Exit Planner CExP™
Developed in 2009, the CExP credential distinguishes professionals who have attained expertise in Exit Planning through study, testing, and ongoing education. Becoming a Certified Exit Planner enables the holder to effectively engage business owners and helps them follow through with well-designed Exit Planning strategies.