- Wealth Management
- Retirement Planning
- Education Savings
- Investment Planning
- Tax Planning
- Estate Planning
- Business Planning
- Purchasing Assistance
- Schedule an Appointment
Wealth Management
Time is your most valuable asset. It takes time to grow your assets and the next big event in your life will be here before you know it. The advisors at Fortus adjust your investment plan to help keep you on track with your financial goals regardless of where you’re at in life, but time is ticking. Contact our financial advisors and start building a better future today.
Retirement Planning
Retirement is a top priority for most people. We strive to answer the biggest question of all from the very beginning: how will you sustain yourself during your retirement years? Also, what quality of life do you want after you leave the workforce? To get the best results, we look at your two most valuable assets: time and preparation.
If you have more time, you can better manage risk and lessen the impact to your lifestyle that is required to put away the assets you need long term. For example, you can save less as a percentage of your income if you have 40 years vs. 20 years to save.
Before we can begin a successful plan, we need to prepare. To start, we tally up your assets, liabilities, and take a look at your spending habits. In some cases we’ll help build a budget that maintains your standard of living while setting you up for retirement.
No matter your situation, our advisors will help you work toward your financial goals so you can live out your golden years with confidence.
Education Savings
The best gift for your children is a quality education without the burden of a lifetime of debt. Not surprisingly, studies indicate that college graduates have higher rates of employment and their average incomes are greater than non-college graduates.
Whether you need to pay for a private preschool or a university degree, we can construct an education savings plan that will help cushion the blow to your pocket book. With the rising cost of college, the earlier you start, the better. Based on your needs, we can find a handcrafted strategy that works for you and your family.
Investment Planning
This is where the really fun stuff happens. You’ve managed your resources well and have properly saved to support your lifestyle and fund your children’s educations. Now what? What’s your passion? How do you want to make your mark? Who do you want to help? Defining the answers to these questions is important and a well-defined strategy increases your probability of long-term success.
An investment plan serves as the foundation for the rest of your life. Our advisors can work with you to create a strategy that works, diversify your portfolio, and make sure you stay on track to hit your financial goals. We work hard to help make sure you can retire confidently and that your family has financial well-being for generations to come.
Tax Planning
“...in this world nothing can be said to be certain, except death and taxes.” — Benjamin Franklin
Written in a letter just after the U.S. Constitution came into force in 1789, Mr. Franklin’s words still ring true today. Neglecting to properly prepare your taxes can severely impact your wealth, which is why we work with your tax professional to maximize the after-tax management of your assets.
Estate Planning
A financial plan isn’t complete without a solid estate plan. One day you’ll pass away, leaving everything you own behind. Are you prepared for that day? We work with you and your estate planning attorney long before your time is up to establish a clear plan for your investments and assets.
Business Planning
Business owners have a lot on their plate. How do you protect and grow your business? What tools are available to incentivize your employees while continuing to build wealth? How do you balance these objectives? We can help you find the answers to all these questions and more to help your business reach its full potential.
Purchasing Assistance
Life is about more than just paying bills and saving for retirement. Sometimes you want a new car, a boat you can fish on, or something as simple as a swing set for your children. The financial advisors at Fortus can help save for the big and small purchases that improve your quality of life on the road to retirement.