A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Fortress Financial, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Fortress Financial



Enjoy the Dream of Retirement


We work together with our clients to help create a strategy
that fits your goals, values and lifestyle.

Get Started In

3 Easy Steps


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using Your Financial Compass, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.


Welcome To

Fortress Financial

Fortress Financial is committed to providing our clients with the best retirement solutions for their financial and lifestyles goals. We assist clients by taking the complexity out of their retirement planning and assuring their individual retirement plans will work for them AND their loved ones.

Our company provides clients with a full spectrum of experience. We are here to ensure our clients fully comprehend their retirement opportunities, so they have enough inflation-adjusted guaranteed retirement income…no matter how long they live, along with well-crafted estate plan strategies to ensure their wishes are properly executed.

Fortress Financial

Retirement Roadmap Process

Financial Services

Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals.


Medicare has several parts: A, B, C, and D. Part A: Hospital Insurance, Part B: Medical Insurance, Part C: Advantage Plans, Part D: Prescription Drug Coverage.

Retirement Planning

We are Fortress Financial professionals. We take the time to get to know each of our clients.

Insurance Services

Some retirees underestimate the impact a big market loss may have on the future of their income.

Tax Planning

Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.

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.


Ready To Take


For more information about any of our products and services, schedule a meeting today.

Or give us a call at 208-233-1685

To help you better understand your financial needs or assess your current investment and retirement strategies, we post a Weekly Newsletter, IRA Blog, Weekly Market Commentary and a Monthly Market Review. We hope you find these retirement and financial blogs helpful. Click Here if you would like to schedule a complimentary review of your current financial situation.

If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?