Fortis Financial Group is a Registered Investment Advisor. We strive to partner with like-minded individuals and families to simplify and organize their financial lives. Our backgrounds provide unique insights to our clients as we work together to build their wealth over market cycles.

We consider ourselves your "financial quarterback." If we aren't experts in one specific area we have relationships with professionals who are and who we work closely with to offer a streamlined and wholistic service. We provide a broad range of customized financial services including:

  • Asset management

  • Retirement planning

  • Tax planning

  • Debt reduction planning

  • Monthly cash flow planning and budgeting

  • Estate planning

  • Life insurance

  • Disability insurance

  • Long-term Care insurance

We use top of the line technology to help our clients budget, plan and prepare for the future. See a sample of our client portal below: