You're All Set. We'll Talk Soon.
Your introductory call is confirmed. You'll receive a calendar invite and confirmation email shortly. We're looking forward to getting to know you.
Didn't receive a confirmation? Check your spam folder or call us at (507) 529-1400 (Rochester) or (480) 485-1400 (Scottsdale).
What to Expect During Your Introductory Call
This is a casual, two-way conversation. There's no obligation and no hard sell. Just a chance for both of us to see if working together makes sense.
We'll Listen First
We'll ask about where you are today, what's on your mind, and what "financial success" looks like to you.
We'll Share Our Approach
You'll hear how we work as a fee-only fiduciary firm, what our process looks like, and how we're different.
We'll Decide Together
If there's a mutual fit, we'll schedule a deeper discovery meeting. If not, no hard feelings. We may still point you in the right direction.
Get to Know Us Better
Explore our latest thinking on retirement, financial planning, and living with purpose.
Fortress Financial Blog
Practical articles on retirement planning, tax strategies, and investment insights, all written in plain English.
Read the BlogRetire & Thrive Podcast
Candid conversations about retirement planning, wealth management, and living your best life. Hosted by our advisory team.
Watch EpisodesFrequently Asked Questions
Everything you might want to know before your introductory call.
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What should I prepare for the call?
Nothing at all. This is an informal conversation, not a financial review. Just come with any questions you have. If there are specific topics you'd like to discuss (retirement timing, investment concerns, tax questions), feel free to jot them down, but it's not required.
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What does "fee-only fiduciary" mean?
It means we work for you, not a commission. "Fee-only" means we're compensated only by the fees our clients pay. We don't earn commissions or kickbacks from products we recommend. "Fiduciary" means we're legally required to act in your best interest. It's the highest standard of care in financial advice.
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Is there any cost for this introductory call?
No, the introductory call is complimentary. There's no cost and no obligation. It's simply a chance for us to learn about your situation and for you to decide if our approach resonates with you.
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What happens if we're a good fit?
We'll schedule a deeper discovery meeting. That's where we dig into the details: your full financial picture, goals, concerns, and timeline. From there, we build a custom plan tailored to your life. There's no rush and no pressure to move forward.
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What if we're not a good fit?
That's completely okay. Not every relationship is the right one, and we'd rather be upfront about that. If we're not the best match, we'll do our best to point you toward resources or professionals that might be a better fit for your needs.
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Do I need a minimum amount to work with Fortress?
We work with clients at various stages. Rather than a strict minimum, we focus on whether there's a good mutual fit and whether our services can genuinely add value to your situation. The introductory call is the best way to find out.
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Can I reschedule or cancel my call?
Absolutely. Check your confirmation email for a link to reschedule or cancel anytime. Life happens. Just let us know and we'll find a time that works better.
Want to Learn More Before Your Call?
Explore our services, meet our team, or browse our latest insights to get a feel for how we work.
Visit FortressFG.net