Financial Planning — Fortis Financial Group

About Us

Our Beliefs on Being Your Advisor

Why Work With Us

Investment Beliefs

Economic Principles

Services

Financial Planning

Asset Management

Risk Management

Small Business Retirement

Open an Account

Free Consultation

About Us

Our Beliefs on Being Your Advisor

Why Work With Us

Investment Beliefs

Economic Principles

Services

Financial Planning

Asset Management

Risk Management

Small Business Retirement

Open an Account

Free Consultation

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Please check the box of any of the financial planning services you are interested in below:

Financial Planning Services

Check all services you are interested in

Online Document Storage

Asset / Liability Review

Monthly Cash Flow Planning

Emergency Funding Planning

Investment Planning

Debt Reduction Planning

Current Retirement Projections

Multi-Variate Retirement Planning

Stock-based Comp Planning

Tax Planning

Insurance Planning

Education Planning

Deferred Comp Planning

Gift Planning

Income Distribution Strategies

Estate Planning

Business Succession Planning

Bill Pay / Check Writing

Full Coordination of All Financial Relationships

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We will reach out within 3 business days to setup an appointment to discuss how we might be able to add value in the areas you are most interested in.

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Fortis Capital Management LLC (“Fortis”) DBA Fortis Financial Group is registered as an investment adviser in Washington, California and Texas. Numerous Fortis clients reside in other states in which Fortis is exempt from registration. Fortis will not provide investment advice for compensation or affect transactions in securities in any state in which it is not registered or exempt from registration.