Financial Planning
Fortis Wealth Management provides individual financial planning assistance to help our clients navigate the numerous factors that impact and shape their financial well-being, and to create a comprehensive plan to meet goals tailored to the client. Your goals may include:
Maintaining Your Lifestyle
The continued ability to provide for the lifestyle to which you’ve become accustomed in the present and in the future.
College Planning
We can help you plan for your child's future. As college costs continue to rise, the task may seem daunting but Fortis Wealth Management can make your goal for your child's future less intimidating.
Retirement Planning
Make your money last in retirement. We will help you achieve your retirement goals ensuring you have more time to travel, spend time with family and enjoy the fruits of a lifetime of hard work.
Legacy
Plan to leave an impact on those around you, personal causes and charities.
We develop and present your personalized financial plan after the completion of carefully developed questionnaires and one-on-one conversations to establish and define our clients' expectations, goals, financial status, and risk tolerance.