Live Boldly.
Build Your Lasting Legacy.
HOW WE HELP
Through a clear four-step process, we help business professionals and retirees make financial decisions with confidence.
STEP 1:
INITIAL CONSULTATION
1-on-1 Informational Session
STEP 2:
FINANCIAL PLANNING
See your financial future
STEP 3:
PORTFOLIO MANAGEMENT
Invest for growth, income, or capital preservation
STEP 4:
TAX INTEGRATION
Optimize your tax strategy
HERE’S WHY PROACTIVE PROFESSIONALS
TRUST FORTIFY FINANCIAL
Integrated wealth management and tax services for proactive professionals and retirees.
Independent Advice
Instead of product sales
Fiduciary Standard
Acting in your best interest
Individualized Approach
Rooted in relationships
Exclusive Experience
Industry-wide solutions from a local advisor
Credentialed
Credentialed in planning, portfolio management, and tax preparation
*CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.*
SERVING CLIENTS ACROSS ND & BEYOND
SERVING CLIENTS
ACROSS ND & BEYOND
HAVE QUESTIONS? WE HAVE ANSWERS
HAVE QUESTIONS?
WE HAVE ANSWERS
*The following is provided for educational purposes only and is not intended as individual investment advice*
Can you help with both investments and taxes?
Yes, the best financial plans and portfolios are designed with tax implications in mind, which is why we offer integrated tax services.
When can I retire?
When you retire depends on having a plan: how much you have saved, how much you plan to spend, when you apply for social security benefits, which retirement account to draw from first, whether or not you leave work before Medicare eligibility age at 65, and many other factors. We would love to help you develop your plan. Request a consultation with us today to get started.
Have I saved enough?
This depends on your goals. Do you hope to replace your work income in retirement, travel more, or buy another property? Whatever your goals may be, we can help you determine how much is wise to spend to most efficiently pursue your goals.
