Your financial decisions should work together.
One planning process for your pension, Roth conversions, portfolio, taxes, and estate.
30 minutes. No documents required. No cost or obligation.
Firm data and Google review count as of July 2026. Google is not affiliated with Fortress Financial Group. Reviews reflect individual experiences and may not be representative of every client’s experience, and do not guarantee future results.
Six decisions. One connected plan.
The portfolio is one part of the picture. Retirement income, taxes, benefits, and estate move together. We coordinate them in one plan, not in silos.
A meeting should end with decisions made and next steps assigned.
The exact work varies by household, but each meeting is designed to end with a usable summary: what changed, why it matters, who owns the next step, and when the decision will be revisited.
A retirement-income map
Where expected income may come from, when it begins, and which accounts may support spending.
A decision calendar
Pension deadlines, Medicare enrollment, required distributions, planning windows, charitable gifts, and other time-sensitive work.
A portfolio and liquidity plan
How investments, cash reserves, near-term spending, and risk considerations fit together.
A shared action list
The work Fortress will handle, the decisions you need to make, and items that belong with your CPA or attorney.
Bring the decision you are weighing. We will tell you plainly how we would approach it.
Schedule a Free 30-Minute CallPlanning shaped around the decision in front of you.
Retirement is getting close
Coordinate pension, Social Security, healthcare, withdrawals, and taxes before the paycheck ends.
Retirement planningYou work at Mayo Clinic
Review your Mayo pension, 403(b), 457, healthcare, and retirement timing as one plan.
Planning for Mayo employeesMore accounts and structures are involved
Bring taxable accounts, trusts, business interests, real estate, charitable plans, and outside professionals into one decision process.
High-net-worth planningYou own a business
Exit timing, entity cash flow, and the personal balance sheet a sale must eventually fund. We coordinate the financial side of ownership transitions with your CPA and attorney.
High-net-worth planningFortress Financial Group is not affiliated with or endorsed by Mayo Clinic.
Start with the question that brought you here.
Introductory call
A 30-minute conversation about what is prompting the call, the help you want, and whether the relationship appears to fit.
Discovery
We review the statements, benefits, tax documents, estate materials, and priorities relevant to your situation.
Risk assessment
We identify the exposures, blind spots, and tradeoffs across your income, investments, taxes, benefits, estate, and cash flow.
Plan and implementation
We explain the choices and tradeoffs, agree on the work to be done, and coordinate the accounts and paperwork within our scope.
Ongoing review
Markets move, benefits change, and tax rules get rewritten. We meet on a regular cadence to keep the plan current.
Where our work ends and coordination begins.
Fortress provides investment advisory and financial-planning services. We do not prepare tax returns or draft legal documents. When a decision involves tax or legal advice, we work with your CPA or attorney so the financial plan reflects their guidance.
A few practical questions.
What does working with Fortress cost?
Fortress is fee-only. Our advisory fee is a percentage of the assets we manage, ranging from 0.45% to 1.25% per year depending on the size and complexity of the household. There are no commissions, no product sales, and no hourly surprises. Your exact fee is quoted in writing before you decide to engage, and the full schedule is in our Form ADV, linked in the footer of every page.
Why an asset-based fee instead of a flat fee?
Because the work is ongoing, not transactional. One fee covers planning, investment management, coordination with your CPA and attorney, and the service between meetings, and it scales with the responsibility we take on rather than with how often you call. It also keeps the relationship simple: no meters running, no invoices for questions. If a flat or hourly arrangement suits your situation better, we will tell you before you engage.
Who does Fortress typically work with?
More than 330 households, most of them people approaching or in retirement: Mayo Clinic professionals, families with a first seven figures saved, business owners, and multi-generational households. Complexity, not account size, drives how we staff a relationship. If we are not the right fit, we will say so on the first call.
Do I need to move every account?
Not necessarily. We first review what you own, where it is held, applicable taxes or restrictions, and how each account fits the plan. Any recommendation to retain, transfer, or change an account depends on those facts.
Does Fortress prepare taxes or estate documents?
No. We model financial implications and coordinate with tax and legal professionals, but Fortress does not prepare tax returns or provide legal advice.
What should I bring to the first call?
Nothing is required. The first call is a conversation about your situation, the help you are seeking, and whether working together appears to make sense.
Real advisors, across the table.
Your introductory call is with a Fortress advisor, not a call center. You will work with a lead advisor supported by the full 11-person team.
Dan Langworthy
CIMA®, CPWA®
Cody Schaefer
CFP®, RICP®
Luke Kroeplin
CFP®
What decision would you like to make better?
Tell us what is changing or what has become difficult to coordinate. The first conversation is 30 minutes.
Prefer to start by phone? (507) 529-1400
Not ready to talk? Take the Retirement Scorecard →When providing investment advisory services, Fortress Financial Group acts as a fiduciary. This page describes general services and is not individualized investment, tax, or legal advice.