Fortify

Your Financial Strategies

You’ve built up your savings. Now, let’s build a retirement income strategy that helps ensure it lasts a lifetime.

We help retirees and pre-retirees build financial strategies that provide income to last a lifetime.

Step One

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Step Two

Evaluate

Using the Star Strategies plan, we’ll examine your current financial situation and determine your retirement needs.

Step Three

Plan

Receive a custom strategy to help you reach your unique retirement goals.

report

Download

Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, you'll discover how your taxes are affected by the Trump tax change — today and in retirement, ways to ensure your portfolio is as tax efficient as possible, and strategies to make sure you don’t give Uncle Sam a penny more than necessary.

Attend

An Educational Event

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.

October 26
Medicare 101 Workshop
2:00 pm | Buehler’s Milltown Community Room 3540 Burbank Rd
Wooster, OH 44691 United States
jay

Meet

Our Founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

Watch

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 330.345.5207.