Fortis Financial Group’s Approach
Our team's mission is to enrich the lives of our clients by creating freedom and peace of mind through comprehensive financial planning.
About Fortis Financial Group
Fortis Financial Group is a Registered Investment Advisor. Our backgrounds provide unique insights to our clients as we work together to build their wealth over market cycles. We consider ourselves your "financial quarterback." We collaborate with our clients to develop action plans that address their personal and career goals to help them successfully navigate life's biggest moments. We strive to simplify our clients' financial lives and empower them to spend more time doing what they love. We provide a broad range of customized financial services including:
Asset management
Retirement planning
Tax planning
Debt reduction planning
Monthly cash flow planning and budgeting
Estate planning
Life insurance
Disability insurance
Long-term Care insurance
Our Values
It is our mission to be 100% transparent in all of our dealings with clients and always operate under our fiduciary standard of care.
Transparency
Every client relationship and situation is unique; it is our endeavor to customize the services we offer to each family we work with.
Add Value
We own all developments regarding your financial life and believe communication is key.
Communication
We aim to exceed client expectations by actively and purposefully improving our process, systems, and technology.
Operational Excellence
Our team of advisors and staff are committed to a lifetime of learning for ourselves and our clients.
Continuous Education
Ready To Chat With Fortis Financial Group?
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!