Life Enriched
Financial planning and wealth management for business owners, corporate professionals, and families. Plan retirement your way.
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What People Are Saying
“With both our children in college, it was time for us to start thinking through retirement planning. The team at Fortis assisted us in building out a detailed plan, combining and simplifying investments and developing goals for our financial future.”
- Craig L., Fortis Financial Group Client
A Custom Financial Approach You Can Trust
The Fortis team builds a holistic plan to meet your family’s specific goals. Build wealth, optimize your portfolio, save in taxes and accomplish more.
Comprehensive Solutions
We provide solutions across all areas of your financial life to make managing and growing your Total Wealth easier. From Financial Advice, Wealth Management in the Seattle Area, or Insurance needs, we’ve got you covered.
Fiduciary Standard
We only give you the best financial and investment advice based on your needs and what is best for you. We only succeed when you build wealth and you accomplish your financial goals.
Quality Advice
Under Quality Advice the text should read: We have a team of CERTIFIED FINANCIAL PLANNERS (CFP®), Chartered Financial Analysts, CPAs and Real Estate experts to provide in-depth planning, institutional-level investment knowledge, and specialized tax knowledge.
Financial Planning Services in Seattle, WA
Fortis Financial Group offers many great wealth management and financial planning services to help you reach all of your financial goals. Some of the ways we can help you include
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Seattle Wealth Management
Holistic planning is the only way to create a healthy financial roadmap that best serves you
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Seattle Retirement Planning
Focus on working hard now so we can focus on taking it easy later
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Seattle Risk Management
Managing risk through the use of insurance is a critical part of any well rounded financial plan.
Ready To Chat With A Seattle-Based Financial Advisor?
Let us tell you more about our approach, and how we can be a part of your personal executive team. Let us give you a free consultation today!
Learn More About Wealth Management From Our Seattle Based Financial Authors
We love to continuously educate ourselves and our customers. Read about our thoughts on the financial macro, get great tips about retirement, and much more.
