What Do You Expect From Your Advisor?
Fortress Financial Strategies, we pride ourselves on providing a wide range of services that cover 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
- Real Estate Advice
- Banking Services
- 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 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. CPFAs can help their clients objectively review their financial status.
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 well beyond giving sound financial advice. They are highly skilled and trained to nurture client relationships with affluent clients.
Certified Exit Planning Advisor® CEPA
The Certified Exit Planning Advisor® (CEPA®) program is the most regarded exit planning credential in the marketplace today, accepted for continuing education credits by 12 major professional designations and endorsed by over 15 national organizations. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit. CEPAs lead teams, enable educated decisions, and create positive change and successful exits. Advisors that change the look of Exit Planning for today's Business Owner.
Certified Exit Planner CExP™
Developed in 2009, the CExP designation has set the industry standard in distinguishing professionals who have attained advanced expertise in Exit Planning through study, testing, and ongoing education. Becoming a Certified Exit Planner gives you the ability to provide capable and professionally executed Exit Planning Services