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