What Are the Benefits of Financial Planning for Business Owners?

Business Planning & Tax Planning

The power of Finance Planning for Business Owners

01

PLAN

Make sure you are working with an Advisor that looks at your entire financial picture! It's about more than just investments.

02

LEARN

Gain education on how Insurance, Lifestyle, Work, Financial Behavior, and Retirement Plans all work together.

03

BENEFIT

Trusting that your Advisor has the credentials and experience to execute the highest level of personal service and results.

Our Services

Are Business Valuations Really Necessary?

High-Net Worth

Investing can intimidate a lot of people due to the many options and it can be hard to figure out which investments are right for you. Utilizing a Financial Advisor will help guide you to figure out which investments will help you reach your goals.

The wealth Gap

A partner who’ll watch your back, keeping an eye out for financial blind spots. Ongoing, realistic, judgment-free advice. Answers to the questions you have, and the ones you didn't know to ask.

Retirement & Income Planning

Planning for your retirement may be one of the most important choices you'll ever make! We use state-of-the-art retirement planning tools and custom-design strategies to accomplish our mission of Building and Protecting Your Financial Independence.

Tax Planning & Charitable Giving

It involves analyzing your current financial situation, goal setting, and implementing the necessary steps to help ensure your assets are distributed as you intend. Some key charitable giving strategies allow individuals and companies to express themselves philanthropically while maximizing tax benefits.

The Fortress Companies

Our Dedicated Team of Specialists

Brett
The Fortress Companies visionary, Brett brings a vast skill set in Personal Finance, Business Finance, Exit Planning, Tax Planning, and Wealth Management. With a unique approach, he leads the team to achieve maximum results for our clients.
Brett Andrews
Tara Square pic
Working in a dual capacity, you will see Tara participating with Personal & Business Planning clients. Her operational expertise is utilized in many capacities with The Fortress Companies.
Tara Groody
Sara Headshot
Our primary office Administrator, Sara is the face of The Fortress Companies' client experience. Ensuring that our clients are the top priority in our practice.
Sara Hallam
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As our lead Protection/Risk Analyst and visionary for Fortress Insurance Services, Rebecca brings a wealth of knowledge in helping individuals and business owners protect their greatest assets.
Rebecca Andrews

Securities are offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services are offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity.

This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Important Disclosures | Business Continuity

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.