True Wealth: All that money can’t buy and death can’t take away.
Fortress Financial Partners is a comprehensive wealth planning and investment management firm based in Raleigh, North Carolina. As an independent and fee-based firm, Fortress Financial Partners specialize in serving professionals, business-owners, high net-worth families, and corporate retirement plan sponsors. We develop relationships that last a lifetime, based on our core values of advocacy, integrity, and service. From plan development and implementation, to systematic review and monitoring, our independence affords us the objectivity to place the interest of our clients at the center of everything we do.
We follow a disciplined approach to comprehensive financial planning, taking our clients through the "Advice for Life" process to develop a custom plan based on their personal priorities.
Leveraging leading-edge technology, we deliver a personal financial website for our clients, organizing and aggregating their Financial and Estate plans in a secure, single-sign-on portal.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
What can be learned from the savings rate?
Here's a breakdown of how the federal government spends your tax money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
There are common mistakes you can avoid when saving for retirement.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a crash course on saving for college.