Financial Planning
Having saved for retirement is an important step to achieving your goals, however, without a financial plan that factors in all the variables, determining how long your money will last can be challenging.
Some of these variables may include:
Changes in Inflation
Rising Interest Rates
Rising Cost of Health Insurance
Bear Markets
Purchasing a Second Home
Disability Occurs
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
