Customized Wealth Strategies For Every Stage Of Life
Planning for retirement can be a long and complex process, and effective financial planning and preparation should occur through every stage of your adult life. At Fortitude Financial, our financial planning process seeks to ensure that you seamlessly transition through the different financial phases of your lifetime, driven by the goal of helping you comfortably retire when you’re ready.
Accumulation
At this stage we adjust financial plans as goals change during significant transitions and events such as marriage, buying a home, raising children, advancing careers and more.
Pre-Retirement
We provide guidance and refine strategies through financial decisions likely to rise in peak earnings and career-potential phases of life, where mortgage and debts are nearly paid off and children’s education finished. We place an emphasis on refining strategies according to what is needed to retire based on your life goals.
Retirement
Our attention focuses on helping to maintain desired lifestyles — such as travelling more or pursuing passions — and to manage investments effectively throughout retirement.
Legacy
We deploy ways of transferring wealth to the next generation, minimizing the impact of estate settlement costs and taxes, and leaving a legacy by giving back to loved ones and the community.
