PLAN TO PROSPER IN
YOUR FINANCIAL LIFE,
NOW AND IN THE FUTURE
OUR SERVICES
Our services are designed to bring clarity to your financial decision-making. From planning for the next generation to managing your investments and minimizing taxes, we are here to help.
1-ON-1 EDUCATION
Explore the first step of professional financial services with a complimentary informational session or personalized feedback.
FINANCIAL PLANNING
See your financial future, with visual asset projections, cash flow, and probability analyses.
- Retirement Planning
- Budgeting and Cash Flow
- Financial Coaching
- Tax & Estate Plan
- Integration Strategic Giving Consultation
PORTFOLIO MANAGEMENT
Explore the first step of professional financial services with a complimentary informational session or personalized feedback.
- Investment Analysis Portfolio
- Construction, Management & Rebalancing
- Ongoing Advice & Guidance
TAX PREPARATION
Identify strategies to optimize your tax situation. Tax preparation for:
- Individuals
- Families
- Employees
- Owners
- Executives
INDEPENDENT ADVICE FROM
TRUSTED EXPERTS
Independent & Fiduciary Advice
Always in your best interest
Custodial Services
From Charles Schwab and Betterment LLC
Integrated Strategies
In planning, portfolio management, and tax
*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
Bismarck Office:
1401 Skyline Blvd Ste 210, Bismarck, ND 58503
+1 701-353-1561
team@fortify.financial
READY TO TAKE CONTROL OF YOUR FINANCIAL FUTURE?
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.
