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Many roads lead to your financial destination.

 

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
 

Helpful Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Rightsizing for Retirement

What does your home really cost?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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