Your meeting is confirmed.
A calendar invitation is on its way to your inbox.
Hear from our clients
This is a testimonial from a current client of Fortress Financial Group. The client received no cash or non-cash compensation for providing this testimonial. There are no material conflicts of interest related to this testimonial. Individual client experiences vary and are not indicative of future results.
What to expect on the call
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We’ll initiate at the scheduled time.
Expect a call from a Rochester (507) or Scottsdale (480) area code. Worth saving those numbers so we don’t go to voicemail. Your confirmation and calendar invite are already in your inbox.
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About 30 minutes.
Where you are now, what you want next, whether we’re a good fit to help. No presentation, no sales pitch, no obligation to do anything afterward.
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Bring your spouse or partner if you’d like.
Most clients find these conversations easier with both people on the call. Optional, but recommended.
Plans change?
If something comes up, please reschedule rather than miss the call. We block this time exclusively for you, and we’d rather find a better moment than wonder what happened.
Use the reschedule link in your calendar invite, or email info@fortressfg.net.
While you wait
Whitepaper
The Five Perspectives
The framework we use to think through every retirement decision.