FORTRESS CREATES STRATEGIES DESIGNEDTo Achieve Financial Freedom
is a full service investment firm built on a foundation of strong and enduring relationships with clients & providing personalized investment solutions to meet their needs.
Our goal is to enhance the financial lives of each of our clients. In order to do this, we take it upon ourselves to proactively get to know our clients both personally & professionally. By gaining this detailed knowledge and understanding of our client’s goals, we can then begin finding sustainable solutions customized to your situation.
Due to our unique independence and lack of constraints, we offer a host of services/products to meet our client’s needs.
A SAMPLE OF OUR OFFERINGSWhy Choose Fortress
- Financial planning
- Stocks, Bonds, Mutual Funds, Index Funds
- ETF's, Alternative Investments, REIT's
- Portfolio Management
- Strategic Asset Allocation
- Retirement income planning
- Estate planning
- Manage your Insurance
- Insurance Planning (Life, Disability, Long Term Care)
- Retirement Plan Administration
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Fortress Wealth Advisors, Fortress Insurance Services and Securities America are separate companies.
Please be advised that we have representatives licensed to discuss with and/or offer financial services and/or investment products with residents of MO, KS, IL, CA, OH, OR, KY.