Our Mission
Our mission is to ensure no family is left behind when it comes to receiving complimentary, world class financial education. We are dedicated to fortifying individuals with the wisdom and tools necessary to achieve financial security and success.
Our team here at Fortitude Financial Partners provides personalized financial planning services in the United States, Canada, Guam & Puerto Rico. We help individuals and families create tailored plans to achieve their financial goals.
Our team focuses on understanding your unique needs and guiding you through each step of the journey. Allow us to serve you as your family’s partner in achieving financial security and success
How We Help Our Clients
Life Insurance
How much do you value leaving an inheritance behind for your family if something were to happen to you?
How well do you understand the tax laws and contracts of life insurance and how it can be utilized to build wealth and become your own bank?
Put simply, life insurance could be the most important investment families ever make.
Retirement Planning Solutions
What age do you dream of retiring?
What type of lifestyle do you want in retirement?
Is your retirement plan customized to your level of risk tolerance and how you see taxes changing in the future?
As financial professionals we can help you determine how much income you may need and how to create a strategy to meet your goals.
Children Funds
How much do you value utilizing compound interest to build wealth for your children’s future?
How prepared are you to start funding your children’s college tuition?
Estate Planning Services
How much do you value the transfer of your inheritance to your family being smooth and fast?
Are you absolutely certain who will take custody of your children and ownership of your home if you were to pre maturely pass?
Life Insurance
Basic Term Life Insurance
COVERAGE: plans may be available up to 30 years.
Death Benefit: The death benefit will be paid tax-free to your beneficiary upon your death
Living Benefits Life Insurance
COVERAGE: plans may be available up to 30 years.
Death Benefit: The death benefit will be paid tax-free to your beneficiary upon your death
Living Benefits
Permanent Life Insurance
COVERAGE: permanent plan you may have your whole life.
Death Benefit: The death benefit will be paid tax-free to your beneficiary upon your death
Living Benefits may be added to this policy
Long Term Care may be added onto the policy
Taxed free cash savings
Different options for savings to grow in the market or protected from the market
Permanent Insurance w/Everest Package
COVERAGE: permanent plan you may have your whole life.
Death Benefit: The death benefit will be paid tax-free to your beneficiary upon your death
Taxed free cash savings
Different options for savings to grow in the market or protected from the market
Everest package
Will Prep
Online Planning and Storage Cloud Vault for important doucments
24/7 Advisor Planning Assistance for Funeral
48 hour payout: Proceeds of your life insurance may be paid to your beneficiary in as little as 48 hours after death, making the funds quickly available to cover expenses
FAQs
What is financial planning?
The core of financial planning is first understanding how money works. Then it’s gaining awareness of where you stand in the key areas that make up your financial security, taking action on what is priority to you and staying consistent on reviewing your portfolio throughout your lifetime.
Why do I need life insurance?
You need life insurance if you value providing financially for your loved ones even after you are gone. Life insurance is a way to leave an inheritance to your family by contributing to a contract that pays out to your beneficiaries when you pass.
How do I plan my retirement?
Planning your retirement starts by gaining clarity of what age you would like to retire and the type of life style you want to live. Once that is set, understanding the power of compound interest, knowing your market risk tolerance, how you see taxes changing in the future and understanding the strategies that make up a well diversified portfolio will be the proper way to plan for retirement.
What services does Fortitude Financial offer?
We offer services like budgeting, retirement planning, investment advice, and debt management.
What is estate planning?
Estate planning ensures your assets are managed and distributed according to your wishes, minimizing legal complications and avoiding probate.
Get in touch
Send us a message and we'll get back to you as soon as we can.