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Plan Wisely

The Fortus process is designed to reveal and leverage existing opportunities for you and your family. We do this by utilizing the CFP® Board’s Financial Planning Process to deliver a fiduciary standard of care and detail. To put it plainly, we stubbornly focus on your priorities and objectives throughout the process.

At the onset of your relationship with Fortus, we’ll spend the time to identify your true goals and aspirations. This initial information is used time and time again to guide our analysis and recommendations to guarantee that we’re addressing each of your priorities. As years go by, we’ll continuously reevaluate your financial position and make adjustments as necessary.

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    Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Fortus are not affiliated.

    Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

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