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
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.
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
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.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A change in your mindset during retirement may drive changes to your portfolio.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
One way to find money is to examine your current spending habits and eliminate money wasters.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?