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?
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.
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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
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
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.
According to the federal reserve, the average homeowner’s equity in their home has continued to go up over the last 10 years. The average loan to value ratio in the…
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Clarity • Direction • Guidance
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Clarity • Direction • Guidance
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