Fortress Financial

Financial Services

Planning, strategy, and guidance designed to help you move forward with clarity—built around your goals, timeline, and comfort level.

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Fortress Financial

Here to help you manage your finances so you can pursue your ultimate goals.

We focus on clear planning, disciplined risk management, and strategies designed to help protect what you’ve built.

Retirement Planning

Randy Weaver, a Certified Financial Fiduciary, has dedicated his career to helping retirees protect against the Seven Known Retirement Threats:

#1 Market Risk
#2 No Guaranteed Growth
#3 No Guaranteed Income
#4 No Extra Income for Long Term Care
#5 No Spouse Replacement Income
#6 No Spouse Extra Income for Long Term Care
#7 No Guaranteed Liquidity at full value when markets are down

Professional Fiduciary Money Management

For more information

Money management using a special algorithm and stop loss benefit to pursue growth with a 20-year history of very little losses. Example performance:

2008: Markets -44% · Clients +4.79%
2023: Clients +45.58%
Regulatory: AMS is registered with the SEC.

Estate Planning

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive retirement plan.

Insurance Services

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

Strategy

A strategy based on your goals:

Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.

Vision
Assessment
Strategy
Action
Ongoing Relationship
Vision
Assessment
Strategy
Action
Ongoing Relationship

We offer services in these three areas:

A clear, simple framework to help you prepare, protect, and provide with confidence.

GROW

Prepare for retirement by putting your hard-earned assets to work.

HOW? Strategies and tools designed to build momentum.

Annuities
Deferred Income Annuity
Fixed Indexed Annuities
Fixed Index Hybrid Annuities
Guaranteed Income
Immediate Annuity
Income Planning
Lifetime Income Planning
Wealth Planning

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.

HOW? Risk-aware planning that helps defend your future.

Asset Protection
Extended Care Solutions
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
Personalized Retirement Strategy
Retirement Income Planning
Retirement Income Strategies
Safe Money Options
Social Security

GIVE

Provide for the people and causes you care about the most.

HOW? Legacy and tax planning built around what matters to you.

Charitable Giving
Estate Planning Strategies
Family Legacy Planning
IRA Legacy Planning
Legacy Planning
Tax-Efficient Strategies
Tax Planning
Tax Strategies and Tax Planning

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