As an independent firm, Fortress Investment Advisors believes in understanding your perspective and priorities, assimilating information and combining it with our experience in order to create concrete, clear, actionable strategies for you. We focus on minimizing your tax burden, protecting your wealth and assets and crafting and carrying out your plans in a team-based, coordinated and holistic manner.
Advanced Tax Reduction Strategies It is no secret: taxes are one of your largest expenses. Many people unwittingly pay more than required. A well-built tax savings plan helps you dial down your tax liability to the lowest legal requirement, ensuring you pay exactly what you owe— and not a cent more. We are partnered with proven CPA's, tax attorneys, and other specialists to draft and implement your comprehensive tax plan, helping reduce your state and federal income tax burden, and minimizing your estate tax liability.
Financial Planning A well-executed, up-to-date financial analysis gives you the freedom and confidence to secure the future you desire. We will work to create a detailed, realistic road map to your financial goals. Your plan will come together as we take an in-depth look into where you are and where you want to be. We will discuss your goals, risk tolerance, and definitions of success in detail, then plot a clear path to meet your objectives.
Retirement Income Planning The last thing you want is to run out of money during your retirement. As an integral part of our services, you can opt to have us perform a retirement income analysis for you. Our best-in-class Social Security Planning system ensures that you will receive your maximum lifetime Social Security benefit payout. You can keep ahead of inflation and protect your purchasing power by leveraging our Wealth Builder strategy to identify investments poised to perform well and preserve value.
Asset Protection and Estate Planning You want to protect what is yours - that is exactly what our asset protection plan is designed to do. Our extended team includes trusted legal experts who will construct a strong asset protection plan to shelter your interests and protect your gains, keeping predators and creditors at bay. Estate planning is more than a will, a trust, or powers of attorney. Our extended team makes certain that your wishes are understood and well executed, safeguarding your estate now and hereafter.
A Lasting Legacy You want to define your legacy—not leave it to chance. Fortress works together with estate attorneys and experienced professionals to design your solution and protect what you pass on. From endowments for future generations to philanthropic donations of your choice, Fortress helps you make your mark.