Our goal is to take the fear out of your financial future and give you confidence.
Schedule Your Free 15-Minute Phone Call
“When should I retire? Will I be able to stay retired?” We are here to help.
Download Your Free Retirement Income Planning Checklist
Get information and education that can bring you peace of mind with your savings and retirement.
Our Wealth Management Services
Check our Events for upcoming tax workshops
Move your Retirement Funds from Forever Taxed to Never Taxed!
– Avoid costly tax traps
– Take advantage of reduced income tax rates made available through Tax Cuts and Jobs Act
Let Fort Wealth Management help you achieve the financial security and peace-of-mind you deserve
Featured Media Outlets
Certified Financial Planner
This is perhaps the most widely recognized credential in the financial planning industry. The media has promoted this designation over most others for years, primarily because of its unbiased approach to teaching the financial planning process, and the rigorous certification requirements that are administered by the CFP board. The academic requirement consists of five courses covering insurance, estate, retirement, education, tax and investment planning plus ethics and the financial planning process. Once the academic requirement is complete, students must sit for the board exam. This is a 10-hour, 285-question test that spans two days and includes two comprehensive case studies. Once a passing grade has been achieved, prospective certificants must also complete at least three years of professional experience and get a bachelor's degree in order to obtain the CFP designation.
Retirement Income Certified Professional
Retirement Income Certified Professional - RICPA - is a professional designation for experienced financial professionals who wish to become experts in retirement income planning. These professionals helps retirees and near-retirees develop a plan for managing and using the assets they have accumulated for retirement to live within a realistic budget and not run out of money prematurely.
Chartered Financial Consultant
A Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by the American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Master of Science in Financial Services
The Master of Science in Financial Services (MSFS) is an accredited degree program. MSFS provides you with the tools needed to analyze, plan and implement integrated financial and life strategies. The MSFS degree can be earned in as little as 20 months by following a structured calendar.