Our Services
Fortress Estate Solutions, a Registered Investment Advisor firm, was established in 2006 to provide a wide array of investment advisory solutions related to Retirement, Charitable and Estate Planning, as well as active portfolio management for private clients, individuals, and businesses.
Services
Fortress provides a wide range of services aligned with your needs in mind.
Retirement Solutions
Retirement is a goal most people share. It’s an intricate part of the American dream. After years of hard work, we look forward to crossing the finish line into that dream. But have you created the solid portfolio plan that grows for you now and provides for you later? Have you asked yourself…
- When should I begin investing in my retirement?
- Which retirement strategy is right for me?
- What do I want to do in retirement?
- How much will I need when my time is my own?
Retirement doesn’t have to be boring or lonely. Perhaps you can now focus on that passion project you thought about years ago but had no bandwidth to pursue. In your second half of purposeful living, have you asked yourself these questions?
- Is there a hobby I’ve always enjoyed, or wanted to learn?
- What if I open the bookstore, flower shop, consulting firm or tech company I’ve wanted to own?
- Can I now offer my proven expertise by volunteering or serving my favorite charities or churches?
- What did I dream about accomplishing in my retirement?
Retirement could be as simple as enjoying some breathing room or spending time with kids, grandkids, and friends. Or, as complex as creating and funding your second phase of influence or service, all without worrying about depleting your hard-earned savings.
At Fortress, we manage the solutions with your dreams in mind. We focus on creating a portfolio that PLANS answers into your questions, PRESERVES the financial principle for your second half of life, and PROVIDES a legacy for your passions and your future generations.
Tax Solutions
Have you ever considered that your 401K or IRA are a “ticking tax timebomb”? How will you
want your hard-earned savings to be tax-affected in retirement? You don’t have do tax planning prior to retirement, right? Answer? The time to think about these questions and more
is BEFORE you set your retirement date, not after!
To be quite frank, 401Ks and IRAs are ticking tax time bombs. If you wait to do tax planning until
you feel the pain of high taxes in retirement, it’s already too late.
Perhaps you’re asking…
- How do I protect my retirement savings from high taxes?
- I’ll make less money in retirement, so, I’ll pay less taxes, right?
Having less taxable income in retirement is a complete myth. The reason? For the vast
majority of people, the plan is to maintain your current lifestyle in retirement which means you
will require the same amount of monthly income you have now. Unless you’re willing to
reduce your lifestyle, you will not be making significantly less taxable income once your time is
your own.
- Have you considered what tax savings or tax-free wealth in retirement you could have?
Is that even possible?
There is no time like the present to coordinate with a sound fiduciary advisor a review of your
financial plans to ensure you are maximizing tax-savings opportunities and not putting off to
tomorrow what is more advantageous to do today. You could be in for a big surprise in
retirement if your planning does not begin now.
Remember, there are so many variables to the strategies behind tax planning that it is almost
impossible to cookie-cut answers. People’s situations and circumstances can be vastly different
which means the solution for your portfolio is uniquely yours and must be well-executed by an
experienced Retirement Solutions strategist.
At Fortress, we bring the needed solutions before the pain of high taxes in retirement become
an issue. Contact Fortress Estate Solutions and Richard Jordan, your Retirement Specialist, for
all your tax planning needs.
Legacy Solutions
You may be thinking…
- What are my values and priorities when it comes to charitable gifting, blessing my
family, or making a lasting impact on those around me? - How can my “passion projects” benefit from my hard-earned resources now and later?
- Who determines how my remaining funds will be allocated or dispensed once I’ve
passed? - What exactly IS “leaving a legacy”?
Thinking about your legacy – the way people remember you – and planning how your
investment funds can be used today and will be dispensed tomorrow is something that begins
now. Rethinking your trajectory in order to make an impactful difference in the world might
affect your life choices today.
If it’s done well, generations will benefit from your values, efforts, creativity, and wisdom.
Leaving a legacy forges lasting connections and empowers those coming after you to succeed in
ways never dreamed possible.
At Fortress, we work with you to make a lasting impact in your world now and later by
regarding your testament wishes with honor. We will help you prepare and preserve a legacy
for your children, churches, and charities who can benefit from your passions and values.
Estate Solutions
In this age of blended families, complex business connections, ongoing tax legislation changes, and a myriad of outside situations arising from amassing your possessions and nest egg, estates can get quite intricate. The need and security of obtaining professional guidance and well-executed trusts to ensure your wishes are honored is essential.
You May Be Thinking…
- Why should I create an estate plan? It doesn’t affect me. I’m not rich.
- I don’t want to think about death. My kids can figure it out after I’m gone.
- I don’t need a Will and a Trust. They’re all the same, right?
- Probate Court isn’t that difficult, is it?
In the absence of an estate plan, it is, more often than not, left up to the state courts to determine who or what gets your assets: home, vacation home, real estate investments, jewelry, tools and toys, etc. Family members can be in contentious court battles for years and things can get really messy when no designated plan is carefully constructed and initiated for the good of your heirs.
At Fortress Estate Solutions, we assist our clients with estate planning by recommending and partnering with experienced attorneys and/ or your attorney who can construct appropriate trusts and wills that adequately protect your life’s collections. We also provide ongoing assistance and counsel to those who inherit your estate.
Life-Change Solutions
Most stockbrokers and financial advisors call themselves “investment managers” but spend the vast majority of their time marketing their products. We limit our business development hours to 2-3 days a week. The rest of the time is spent on research.
At Fortress Estate Solutions, we spend as much as 50-60 hours a week on research. We don’t use just one single source of information, and double-check our information and resources.
We work with both the fundamental analysis and technical analysis (charts and indicators) of companies for investment decisions. The former entails reading not only a balance sheet and income statement, but the writing on the wall, otherwise known as the “notes” in the back of the company’s quarterly and annual reports. The notes reveal real information about a company’s financial condition and growth potential, that which they are trying to hide in the back of their financial reports. We use a lengthy formula that analyzes the fundamental financial condition and forecast of the company’s future. We also use the technical indicators about the market pressure on that company to determine when to buy, hold and sell the company’s stocks and bonds.
To achieve proper diversification for our clients, we invest in both single securities such as stocks and bonds in multiple industries and sectors, as well as commingled vehicles such as ETFs for smaller accounts and proxy positions. Your risk profile and preferences are determined on a case by case basis.
Cashflow Solutions
Most stockbrokers and financial advisors call themselves “investment managers” but spend the vast majority of their time marketing their products. We limit our business development hours to 2-3 days a week. The rest of the time is spent on research.
At Fortress Estate Solutions, we spend as much as 50-60 hours a week on research. We don’t use just one single source of information, and double-check our information and resources.
We work with both the fundamental analysis and technical analysis (charts and indicators) of companies for investment decisions. The former entails reading not only a balance sheet and income statement, but the writing on the wall, otherwise known as the “notes” in the back of the company’s quarterly and annual reports. The notes reveal real information about a company’s financial condition and growth potential, that which they are trying to hide in the back of their financial reports. We use a lengthy formula that analyzes the fundamental financial condition and forecast of the company’s future. We also use the technical indicators about the market pressure on that company to determine when to buy, hold and sell the company’s stocks and bonds.
To achieve proper diversification for our clients, we invest in both single securities such as stocks and bonds in multiple industries and sectors, as well as commingled vehicles such as ETFs for smaller accounts and proxy positions. Your risk profile and preferences are determined on a case by case basis.
Fortress Estate Solutions, a Registered Investment Advisor firm, was established in 2006 to provide a wide array of investment advisory services related to Financial, Retirement, Charitable and Estate Planning, as well as active portfolio management for private clients, individuals and businesses.
CONTACT US
3535 Victory Group Way,
Suite 610
Frisco, TX, 75034