Comprehensive wealth management for proactive professionals and retirees

Founded in 2022
Fee-only Fiduciary Firm

HOW WE HELP

Through a clear four-step process, we help business professionals and retirees make smart, confident financial decisions.

STEP 1:
EDUCATION
1-on-1 consultation

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

MEET KACIE, MS, CFP®, EA

MEET KACIE
MS, CFP®, EA

Kacie Shulz Photo

A fiduciary advisor with Midwest roots and a love for small business, Kacie partners with clients to bring clarity and confidence to financial decision making.

HERE’S WHY PROACTIVE PROFESSIONALS

TRUST FORTIFY FINANCIAL

Integrated wealth management and tax services for proactive professionals and retirees.

Independent Advice

Without corporate initiatives and product sales

Fiduciary Standard

Acting in your best interest at all times

Individualized Approach

Rooted in relationship with personalized strategies

Exclusive Experience

Access to industry-wide solutions from a local advisor

Custodial Services

Offered by Schwab and Betterment

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

Fargo Office:

3788 55th Ave Ste 206, Fargo, ND 58104
+1 701-353-1561
team@fortify.financial

Bismarck Office:

1401 Skyline Blvd Ste 210, Bismarck, ND 58503
+1 701-353-1561
team@fortify.financial

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! We provide comprehensive services to meet all your financial needs.

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.

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