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EXPERIENCED FINANCIAL PROFESSIONALS HELPING YOU PACK YOUR BAGS FOR THE JOURNEY OF A LIFETIME.
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IF YOU WERE GOING TO CLIMB A MOUNTAIN, WHAT WOULD YOU CONSIDER THE MOST IMPORTANT PART OF THE JOURNEY: REACHING THE PEAK, OR GETTING BACK DOWN SAFELY?
Planning for retirement is a lot like mountain climbing: you pack your bags for a trip ascending the highest peaks of your professional life, accumulating wealth and experience until you reach the top. But what happens after that? You begin the descent and start taking retirement income. How much retirement income? That depends on how well you packed your bags at the start of your journey.
THE TRUTH ABOUT HOW MONEY WORKS
Helping clients create a successful plan to safeguard wealth throughout their lives requires more than chasing returns. Financial Professionals need to help clients find ways to improve their maximum financial potential. Doing so ensures that compounding continues uninterrupted, tax confiscation is minimized, and savings aren’t lost through excessive debt.
When you’re planning for retirement, acquiring the largest pile of money isn’t good enough. That’s why our financial professionals teach clients how to integrate dynamic tools like tax-awareness, financial efficiency, and actuarial science to help them maximize retirement income streams.
Financial Professionals with Fortress Wealth Architects understand that traditional planning has some critical blind spots. Driven to remedy these oversights, our like-minded financial professionals focus on each client’s full financial journey, from accumulation through distribution, ensuring clients get the maximum financial potential out of their savings.
WOULD YOU PACK YOUR MOUNTAIN-CLIMBING BAGS HAPHAZARDLY IF YOU KNEW 67% OF CLIMBING DEATHS OCCUR ON THE WAY DOWN? THEN WHY TAKE THAT RISK WITH YOUR MONEY?
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HOW WE ARE DIFFERENT
Our financial professionals understand that the only way they can help you create predictable, reliable, sustainable, inflation-adjusted, lifetime income is by ensuring you’re properly prepared for two phases of your financial journey: the asset accumulation phase and the distribution phase.
Traditional financial planning ignores too many factors that are critical to both phases of your financial expedition. Financial Professionals with Fortress Wealth Architects, go beyond traditional planning parameters. These seasoned professionals consider your ultimate financial goals and cocreate dynamic plans that allow you to protect your income by avoiding saboteurs such as timing, taxes, losses and debt. We make sure your assets and your family are protected against whatever life throws at you, helping you carve out resources during your journey to ensure the success of your future outcome.