Welcome to Fortify Financial Services!

 

Fortify (for·ti·fy), verb, To fortify is defined as to make something stronger, to strengthen against attack.

I take the name seriously. Like most successful people, you continually strive to make smart decisions that have put you where you are today. Financial success has brought you many things including the responsibility and concerns of managing and preserving it. I help clients address their five biggest concerns: preserving their wealth, reducing taxes, taking care of their heirs, estate planning strategies and charitable giving.

 

There are only five uses for money: Live, Give, Owe (Taxes and Debt) and Grow. I use time tested principles in my advice.

Live: Live within your means and do not spend more than you make.

Give: I believe we are to serve and bless others.

Owe Taxes: Taxes should be paid joyfully. They are a reflection of our blessings.

Owe Debt: Debt needs to be managed to experience true joy and happiness.

Grow: To be stewards we must save for the future.

Are you living your best life?

 

         

Watch my videos and subscribe to my YouTube channel