At Fortress Financial Group

Our comprehensive approach to wealth planning leverages our experience and cutting edge technology to design a plan tailored to pursuing your ideal lifestyle.

Ready to discuss Your Financial Matters?

Fortress Financial Group Icon - Rochester MN. Financial Advisor

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.

As a seasoned financial advisor, Dan will help 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
Financial And Wealth Planning Steps Image
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

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 wholistic 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

Daniel Langworthy Founder, Financial Advisor and Investment Consultant

Dan Langworthy

Founder, Financial Advisor

Bio
Lisamarie Langworthy - Operations Manager

Lisamarie Langworthy

Operations Manager

Bio

Debra Pladsen

Administrative Assistant

Bio

Friday’s Financial Fitness

Clarity • Direction • Guidance

Take time to invest in your financial education.

Every Friday, Fortress Financial Group releases a short video on a topic we feel you could benefit from knowing more about.

Breaking Ground = Breaking Records

| Financial Fitness, General Information | No Comments
As we're coming to the late stages of the economic cycle, one of the indicators that I look at is new home construction. According to the census bureau, in 2018…

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with Dan’s Weekly Economic Update!

See the most recent edition here

Fortress Financial Group Icon - Rochester MN. Financial Advisor

Contact Us

Clarity • Direction • Guidance

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Fortress Financial Group

975 34th Avenue NW
Suite 405
Rochester, MN 55901

Phone: 507-529-1400
Fax: 507-529-1414
Toll-Free: 877-927-1400

Email: info@fortressfg.net

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Resources

Clarity • Direction • Guidance

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