Retirement Strategies

At Fortitude Financial, we work to guide our clients toward and through a successful retirement. We appreciate the complexity and gravity of this life transition and know it can seem overwhelming to many people. We help to break this new phase down into tangible areas of consideration and action, thereby making it more manageable and giving our clients control of their futures.

Strategic preparation and planning before and during retirement seeks to help maximize capital accumulation, optimize distribution strategies, and work/help to minimize taxes.

We analyze a client’s or family’s income sources, including, but not limited to company-sponsored retirement plans, individual retirement accounts (IRAs), taxable savings and investment accounts, and Social Security.

We can also provide quotes on Medicare supplemental plans and help connect you with the right insurance.