At Fortis, we understand that no two people have the same financial aspirations & goals. From our first conversation with a client, we set out to build a relationship that tailors a comprehensive plan according to an individual's unique needs.
Business owners experience their own unique struggles and understand that creating their own financial freedom does not happen overnight. In addition to hard work, planning at every stage of a business’s life cycle ensures there is a roadmap in place that illustrates the impact of each and every business decision.
Within every economic cycle there are peaks and troughs and navigating through any market can be challenging without a process. We aim to protect gains in down markets and participate in up markets. We've partnered with a risk management firm to ensure we have accurate data to thoroughly analyze and position our portfolios for the highest probability of success.
Estate planning is a process that allows an individual to specify who will manage their estate, who receives their money, how they receive it, and when they receive it. Failure to plan ahead would result in a default to state law in determining the ultimate disposition of an estate. We work with our clients, their families, and collaborate with their legal and tax counsel, to develop a comprehensive framework that will ease the estate planning process and make sure their wishes are carried out.
As your experienced advisor, we help assess your insurance needs based on your current financial circumstance, goals, and objectives. We explore what actions and plans to put into place if appropriate, to provide a superior level of protection that is consistent with your current goals. In collaboration with your other professional counsels, we design your risk management and insurance needs to optimize asset protection.
Introductory Call & Identify current benefit offerings/packages. Key elements to consider include the following: Salary, wages, bonuses and commissions; Financial wellness; Health insurance; Retirement plans; Paid time off (vacation, sick, personal, parental leave, etc.); Flexible hours and remote work arrangements; etc.