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Retirement & Income Planning

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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Planning for your retirement may be one of the most important choices you'll ever make!

Our Process at Fortress Financial Strategies uses state-of-the-art retirement planning tools to

custom-design strategies to accomplish our mission of

Building and Protecting Your Financial Independence

The Importance of Starting Early - "...early in your career, the biggest investment risk is not being invested at all."

Retirement Through Your Eyes

Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider.

How Do You Picture Your Future?

What Do You Absolutely Need to Accomplish?

What Would Revitalize You?

Who Should You Share Your Time With?

How Much Do You Anticipate Spending?

Could You Leave a Legacy?

How Are You Preparing For Retirement?

Set Up Your Complimentary Review with a Financial Advisor to Answer These and Many More Questions!