Retirement
Planning

Growing your assets while shielding them from market downturns requires a thoughtful approach. Fortis employs strategies like the “Bucket Strategy,” which balances immediate income needs with long-term growth potential. Our diverse toolset allows us to manage downside risk effectively while still pursuing upside opportunities. With Fortis, you can feel secure knowing we’re actively protecting your portfolio from volatility while optimizing for sustained growth.

Traditional portfolios often lack exposure to high-performing alternative investments, which can limit your returns and growth potential. Fortis expands your portfolio by incorporating alternative assets that go beyond stocks and bonds. By diversifying with assets like private equity, real estate, or hedge funds, we help you capture more growth opportunities while reducing overall risk.

Effective tax planning is key to maximizing your retirement income. At Fortis, we focus on tax-efficient withdrawal strategies to help you keep more of what you’ve saved. By utilizing techniques like Roth conversions, we can reduce your tax burden and enhance your financial flexibility. Our team’s tax expertise ensures that your retirement plan is tailored to fit your unique tax situation, preserving your wealth for the future.

Healthcare and long-term care expenses are major considerations in retirement planning. We help you prepare by estimating potential medical costs and exploring insurance and long-term care options that align with your needs. Our approach safeguards your retirement savings from unexpected expenses, giving you peace of mind that your financial well-being is protected, no matter what healthcare challenges may arise.

Aligning your retirement plan with your legacy goals ensures that your wealth is transferred according to your wishes. Fortis takes a holistic approach to estate planning, focusing on efficient wealth transfer to heirs while minimizing tax implications. Our expertise spans tax strategies, asset protection, and charitable giving, helping you create a lasting, meaningful legacy. With Fortis, you can rest assured that your estate plan reflects your values and secures your family’s future.