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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.

For Insurances not offered through First Allied take a look at Fortress Insurance Services.