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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Why have the markets been so volatile recently?
If you find it hard to attain personal life goals, there’s an app for that!
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.