Your Destination Awaits.
Fortify Wealth has helped hundreds of business owners, families and retirees reach their financial destinations for more than 40 years. We recently changed our name from Financial Resources to Fortify Wealth to reflect who we are at our core and what we offer our clients: Effectiveness. Protection. Strength. Learn more about our team and our services.
We invite you to take this quick quiz:
□ Yes □ No Do you have the peace of mind of knowing you’re on the right road to long-term financial security — with a sound strategy for getting there?
□ Yes □ No Are you confident that you’ll being able to maintain your quality of life in retirement?
□ Yes □ No Does your financial plan provide adequately for your heirs — especially any who may be without their own resources?
□ Yes □ No Have you updated your financial plan regularly with a view to applicable tax laws and regulations?
□ Yes □ No Has your portfolio recovered from the 2008-09 market correction as you expected it would by now?
If you answered “no” to any of these questions, we can help.Contact Us
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate conservation is too important to put off. Do you have a smart exit strategy?