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
Review for opportunities to save
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 personal 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 Roth conversions help reduce taxes in retirement?
There are many variables to consider when deciding whether or not to Roth convert. Your current tax bracket, future tax bracket, and retirement income needs are several to consider. A full analysis can help you make an informed decision.
Am I on track to retire?
When you retire depends on having a plan: how much you have saved, how much you plan to spend, which accounts you plan to withdraw from first, and many other factors. Developing a plan can help you feel prepared for retirement.
Can I invest for my children and grandchildren?
There are several ways to invest for the next generation. Each has specifics rules and benefits. Education savings plans and custodial accounts are two examples. Request a consultation to begin evaluating which might be right for you and your family.