Fortress Financial Strategies

As fellow business owners we understand that your time is valuable. We are our client's Advocate and provide the value of having one point of contact for all of your financial needs. We are a family owned, independent financial consulting firm. Our practice specializes in working with Doctors - Business Owners – High Net-Worth Investors- and HR Professionals interested in Group Benefits. Our vast array of resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs. Our mission is to build and protect your Financial Independence. We believe that Financial Independence begins with a strong foundation which requires four equally important cornerstones. Accumulation/Growth, Risk Management/Asset Protection, Structural Efficiency/Tax Reduction, Succession/Legacy Planning To reinforce the four cornerstones of our client's foundation we initiate a six step process to create, implement, and monitor a highly sophisticated interactive and dynamic financial plan that updates daily. We believe that our process is one that will guide our client's financially throughout the rest of their lives. Therefore, we make a commitment to our client's that we will be available and that they will not become just another number. We pride ourselves on the fact that we treat our client's as family and consider achieving their goals and dreams as the most important part of our mission. Securities offered through First Allied Securities, Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services. First Allied entities are under separate ownership from any other named entity.