Financial & Retirement Planning Programs and Insurance Services
At Fortress Financial Strategies our mission is to work with you to address your goals and get you from Here to There. To accomplish this mission we are constantly working to hone our skills and strategies while using the most advanced technology to assist us in our efforts.
Areas of focus to accomplish our mission
Personal Wealth Management Priorities
Investments
Insurance Planning
Tax Issues
Asset Protection
Debt & Credit Issues
Retirement & Income Planning
Executive Compensation Issues
Education & Family Support Planning
Charitable Giving & Legacy Planning
Estate & Continuity Planning
401k, Defined Benefit, and Non-Qualified Deferred Compensation
Business Planning Priorities
Cash Flow Issues
Risk Management & Insurance
Corporate Tax Issues
Business Planning & Valuations
Banking, Liabilities, & Credit Issues
Retirement & Incentive Plans
Group Health & Employee Benefits
Interruption & Continuity Planning
Buy/Sell & Key Employee Issues
Succession & Exit Planning
We work with clients in Phoenix, Peoria, Sun City, Arrowhead, Cave Creek, Carefree, Scottsdale, Anthem, and Glendale, Arizona.
