Common Questions About Fortress

Absolutely! Tax planning plays a crucial role in maximizing your retirement savings and minimizing tax liability in the long run. We help you choose the most tax-efficient retirement accounts, such as Roth IRAs or 401(k)s, based on your income and future tax expectations. Additionally, we create withdrawal strategies that reduce taxes during retirement, ensuring your savings last longer.

Proper tax planning can also help you manage required minimum distributions (RMDs) and avoid unnecessary penalties. The right strategy can make a significant difference in your retirement income and financial security.

We welcome clients from all backgrounds, but as a business, we are proudly a for-profit enterprise.

If we’re not the right fit, we’ll gladly answer your questions and refer you to someone who can help. Feel free to reach out to explore your options.

Fortress Financial Partners was founded to bring a fresh, personal approach to wealth management. Tired of the one-size-fits-all solutions of big firms, we created a hybrid Broker-Dealer and RIA to serve families and individuals according to their needs, free from corporate red tape.

Our independence means we prioritize your goals, without the distraction of public shareholders, private equity, or proprietary products.

Our core belief is to be client-centered and advisor-driven meaning that Fortress's role is to equip your advisor with every resource they need to serve their clients.  An entrepreneurial approach to solving client's needs requires flexibility and constant evolution.

Yes, proactive tax planning includes estate planning to help you transfer wealth efficiently while minimizing taxes. Without proper planning, your heirs may face unnecessary estate taxes, which could reduce the assets they inherit. We work to structure your estate in a way that leverages tax-efficient gifting, trusts, and other strategies to protect your wealth.

By planning ahead, you can ensure a smoother transition for your loved ones while preserving more of your assets. Our goal is to help you leave a lasting financial legacy with minimal tax impact.

We’re free to choose the best tools and strategies for you—no corporate agendas. This means transparent, flexible solutions across investments, taxes, and more, all designed to put your financial success first.

We believe in clear, value-driven pricing. Our fees are tailored to the scope of services you need—whether it’s managing investments, coordinating taxes, securing insurance, or planning your estate. Unlike one-size-fits-all models, we work with you to create a transparent fee structure that reflects the comprehensive care and advanced technology we provide. Contact us for a personalized consultation to discuss what works best for you.

Yes, while we provide tax preparation within our comprehensive suite of services, we are happy to coordinate with your CPA to ensure no strategies are overlooked, and that your tax decisions support your broader financial goals.

This partnership allows us to fine-tune investment, retirement, and estate strategies to be as tax-efficient as possible. If you don’t have a CPA, we can recommend professionals who align with your needs.

Starting with us is easy—our team guides you through a smooth setup process tailored to your needs. Once onboard, you’ll have 24/7 access to your finances through our secure online portal, offering a clear view of your investments, tax plans, and more—anytime, anywhere.

The best time to start tax planning is now, regardless of your income level or financial situation. Tax laws change frequently, and planning throughout the year allows you to take advantage of potential savings opportunities before it’s too late. Waiting until tax season often means you’re only reacting to what’s already happened, rather than proactively making adjustments.

By starting early, you can optimize deductions, manage capital gains, and make strategic contributions to retirement or investment accounts. A well-thought-out tax plan helps ensure you’re making the most of every financial opportunity available.

Proactive tax planning helps you minimize your tax burden by identifying strategies to reduce taxable income, maximize deductions, and optimize your investment tax efficiency. Instead of just reacting at tax time, we help you plan ahead to take advantage of opportunities throughout the year.

This approach can lead to significant savings, improved cash flow, and a stronger financial future. By aligning your tax strategy with your long-term goals, you can make smarter financial decisions. Our goal is to ensure you keep more of what you earn while staying compliant with tax laws.

Yes! While your CPA focuses on past taxes, we help plan for the future by identifying strategies to reduce your tax liability.

At Fortress, we take a big-picture approach to optimize your spending and saving for tax efficiency. You or your CPA will still handle filing your return.

Our goal is to simplify your financial life by managing the details that matter most. We help clients with:

• Financial Planning & Asset Management
• Tax Planning & Preparation
• Insurance Services
• Estate Planning
• Corporate Retirement Plans
• Investment Management

We take care of everything needed to give you confidence and peace of mind about your financial future.

Our compensation is flexible. We offer percentage-based fees, hourly rates, or flat project fees—whichever structure best fits your needs and goals.

Tax and estate planning services are available but billed separately.

We do not receive commissions, kickbacks, or hidden fees—our advice is always in your best interest.