Risk Management Services in Seattle
Fortis Financial Group can help with risk management with a combination of insurance coverage and diversification to help your money grow safely.
Go Beyond Insurance
You can pick the perfect portfolio of investments and make the right financial plans, but what if you don’t protect your wealth from loss? Wealth protection and risk management to protect your investments is just as important as wealth building, and at Fortis Financial Group, we can take care of both parts of the wealth management process.
Wealth Protection + Insurance = Well Managed Risk
If you are worried about protecting your investments and your legacy, you need to make sure that you have the right protections in place. At Fortis Financial Group, we take investment management and risk management just as seriously as we take the process of building wealth.
We can offer you a full range of wealth protection services that are customized and tailored to your unique needs. Protecting your wealth is also about avoiding negative impacts and making sure that your wealth is preserved as the market shifts and changes.
Working with the skilled team at Fortis Capital in Seattle, WA will afford you the chance to create a customized wealth management plan which will take care of you into your old age. The right combination of insurance products and portfolio maintenance and management is required to make sure that you can protect your legacy and enjoy a comfortable retirement.
Contact us today if you are ready to start risk management to protect your investments We would love to help you get started making the customized wealth protection plan that you need to ensure the security and safety of your investments.
Insurance Plans for Individuals and Businesses
Life insurance can protect your family if something happens to you. At Fortis Financial, we can help you choose between whole life, term, and universal insurance based on your age and the protection that you need.
Life Insurance
Long-term care can get expensive, but it is necessary for many of our clients as they age and need assistance with daily life. When you choose a long term care insurance policy, you can help cover these costs, putting less of a burden on your retirement funds and your family.
If you are injured and become disabled, you may not be able to perform the work that you did before. In addition, you may need more assistance from professionals to complete daily tasks, making it expensive. Disability insurance will help you to stay protected and can cover many of these costs, reducing the risk of draining your accounts.
Disability Insurance
Fortis Financial can help you set up an annuity in Seattle, WA. An annuity is a financial instrument that is backed by insurance that will provide you with a guaranteed monthly income for the duration of the contract. There are many options to choose from and our financial team will help you choose the right one for your Seattle based risk management plan.
Annuities
If you run a business, you may want to take out a key person insurance policy on your most valuable employee or employees. This can help provide protection for those employees and transfers some of the risk of the work they do on to someone else. For business owners, our team at Fortis Financial can discuss whether this insurance is right for you.
Key Person Insurance
Other Ways We Can Help
Fortis Financial Group is a full service registered investment advisor. We do more than just retirement planning. Let us help you manage your your assets and ensure your legacy.
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Wealth Management
Holistic planning is the only way to create a healthy financial roadmap that best serves you. We sit down with you to come up with a comprehensive and customized plan to grow your money.
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Retirement Planning
Retirement can sneak up on you in no time. When you want to make sure you can live comfortably in Seattle, WA, work with our financial advisors for your retirement planning needs.
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Risk Management
Our qualified agents in Seattle, WA can work with you to provide some of the best options in insurance. Insurance is part of any financial plan and we can help you determine the types and amount that you need.
Ready to Chat? We’d love to hear from you!