What is YOUR Risk Number?
Build Your Investment Strategy Using Riskalyze
Riskalyze utilizes cutting edge technology that identifies your acceptable levels of risk and reward.
Using this tool, we ensure that your portfolio defines your
investment goals and expectations. Together we can take the guesswork out of your financial future.
Take this QUICK, FREE, risk survey to discover your own personal Risk Number.
About Us
Clarity • Direction • Guidance
Our mission is to develop a long-lasting relationship where we understand what is truly important to you and your future.
A fee-only wealth management firm helping you make well-informed financial decisions while educating you on how to work toward achieving your ideal lifestyle.
Fortress Financial Group - Rochester, MN Financial Planner
Delivering the right balance of knowledge with personal attention customized for each client.
Are you prepared
for your ideal lifestyle?
Your Financial Matters: Fortress Financial Group’s comprehensive approach to wealth planning.
Hover over the image to see more details on how we can get you on the path to living your ideal lifestyle.
Schedule A Call With Dan Today
1
We meet to identify priorities, values, challenges, and goals to help you gain a clear vision for your ideal lifestyle
2
We lay the groundwork for your plan and draw a path from where you are to your financial possibilities
3
We organize and centralize all your assets using our WealthMap technology, empowering you to feel confident and connected to developing your future
4
We create a customized strategy for your finances with realistic goals and options that coincide with your ideal lifestyle
5
We meet to present various strategies and create customized “what-if” scenarios that reflect your vision
6
We act immediately to execute your plan allowing the whole process to be as simple as possible
7
Through regular communication, we work to ensure the plan maintains structural integrity and stays relevant to your goals as your needs evolve
Our Comprehensive Process
Your Financial Matters
As a Fiduciary, we make recommendations based on the client's best interest. We offer a comprehensive, personalized financial approach to wealth and retirement planning that leverages our experience and cutting-edge technology to design a plan tailored to pursuing your ideal lifestyle. At Fortress Financial Group we understand that the best relationships are built on trust. In order to foster that trust and nurture relationships with clients, we have developed a comprehensive process called Your Financial Matters. By implementing our step-by-step process, clients can be assured that their needs and wants are heard and given the attention they deserve. With our holistic approach to wealth management, our team focuses on exceeding expectations in every aspect of client interaction. When you experience Your Financial Matters, you will understand first-hand how much we value our clients.
Our Team
Friday's Financial Fitness
Clarity • Direction • Guidance
Take time to invest in your financial education.
Fortress Financial Group has educational videos on topics we feel you could benefit from knowing more about. If there is a topic you don’t see, please contact us, and we will be happy to provide it.
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Clarity • Direction • Guidance
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Clarity • Direction • Guidance
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