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5623 Duraleigh Rd, Ste 141
Raleigh, NC 27612
P: 919-322-2761 | F: 919-882-9040
E: info@fortressfp.com

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03- Joe Video Fortress Retirement Plan Advisors Fortress Investment Management 01 - Fortress Insurance

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.

PROCESS

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.

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PLATFORM

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.

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PARTNERS

Our strategic alliances allow us to draw on a wide breadth of resources from a variety of Financial, Institutional and Local Professional relationships in delivering you objective advice.

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Helpful Content

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

 

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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