Broker Check

Fortify Wealth offers you a complete financial design

Complete. Coordinated. Comprehensive.

Estate Planning

  • Deferral and minimization of estate taxes
  • Charitable and gifting strategies
  • Estate tax calculations and compliance
  • Business succession and valuation issues

Investment Planning*

  • Asset allocation
  • Portfolio diversification
  • Education planning
  • Portfolio management

Retirement Planning

  • Retirement needs analysis
  • Social Security and Medicare
  • Distribution rules alternatives and taxation

Risk Management

  • Life insurance
  • Disability insurance
  • Long-term care insurance

Tax Planning*

  • Income tax fundamentals and calculations
  • Tax management techniques

Cash Flow Management

  • Periodic investment strategy
  • Emergency fund planning
  • Personal financial statements
*Kestra Investment Services, LLC and Kestra Advisory Services, LLC do not provide tax or legal advice. Decisions to implement tax planning ideas should be made by the client in consultation with professional financial, tax, and legal counsel. Asset allocation and portfolio diversification is used as part of an investment strategy and does not guarantee better performance and does not protect against loss of principal due to changing market conditions.