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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

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Important Birthdays Over 50

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

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The History of Retirement

Do you know where the idea of “retirement” comes from?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Lifetime of Earnings

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

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Your Cash Flow Statement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

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

Protecting Those Who Matter Most

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

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Jane Bond: Infiltrating the Market

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

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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