Who Needs A Financial Advisor?

We asked OpenAI’s artificial intelligence online chatbot, Chat GPT (Chat Generative Pre-training Transformer) “Who needs a financial advisor?” - here is what it had to say:

Anyone who wants help managing their money and achieving their financial goals can benefit from working with a financial advisor. This can include individuals, families, and businesses. Some common reasons people choose to work with a financial advisor include:

•             They have a complex financial situation or a lot of assets to manage.

•             They want help creating a financial plan or budget.

•             They want to save for retirement or a specific goal, such as buying a home or sending a child to college.

•             They want to invest their money but are not sure how to do so.

•             They are nearing retirement and want to make sure they have enough money to last through their golden years.

•             They want to minimize their taxes or protect their assets.

•             They want to pass on wealth to their heirs in an efficient way

New to Fortress Financial Group? We are a Minnesota-Based, Fee-Only registered investment advisor, held to a fiduciary standard. We are focused on helping our clients find financial clarity through direction and guidance.

Disclosures:

Fortress Financial Group LLC (“FFG") is a registered investment advisor. Advisory services are

only offered to clients or prospective clients where FFG and its representatives are properly

licensed or exempt from licensure. For additional information, please visit our website at

https://fortressfg.net/. For current FFG information, please visit the Investment Adviser Public

Disclosure website at www.adviserinfo.sec.gov by searching with FFG’s CRD# 315329