We are Back!

After our merger with Glacier Peak Capital in early 2018, we took a break from sending weekly content to focus on internally integrating the two companies and defining our strategic vision going forward. Looking into 2019 we are excited to announce multiple new initiatives:

  1. We have re-branded as the FORTIS FINANCIAL GROUP to better represent the wide breadth of the services we now offer. These services include:

    • Wealth management and financial planning

    • Investment management

    • Accounting and bookkeeping

    • Life, disability and long-term care insurance

    • Business exit planning, and

    • Ongoing business financial consulting

  2. We are committed to providing content via this thread that is valuable to you. Each of our authors has a few specific areas we have been working on for 2019:

    • Mike Boroughs will be focused on entrepreneurship and business strategy. In 2019 he will address strategies for preparing your business for sale and tactics for maximizing efficiencies within your company.

    • Paul Misleh will be focused on providing market commentaryand updated thoughts on the ever changing economic landscape.

    • James Rudolf will be focused on charitable giving strategies to maximize tax benefits and help the community.

    • John Heffel, the new CFP we hired in 2018, will be providing financial planning best practices, including ideas on how to best handle stock grants from your employer.

    • Addison Parker will be focused on providing small business accounting tips to broaden your financial analysis and improve financial decisions for your company.

We look forward to reconnecting with you in this new year. 

All the best,

Fortis Financial Group