About Fortis Planning

Founded in 2025, Fortis Planning was created with a clear mission: to provide families across America with the tools and guidance they need to protect their assets and preserve the legacies they have worked so hard to build. Our commitment is simple and enduring:

hELPING YOU PROTECT WHAT MATTERS MOST!

Meet The Team

At Fortis Planning, our team is made up of seasoned professionals who bring decades of expertise in financial services, estate planning, business coaching, and ministry. Each member combines professional knowledge with a commitment to serving families, entrepreneurs, and communities with integrity and excellence. Beyond credentials and experience, we are people of faith, purpose, and family, dedicated to helping others protect their legacies, grow with confidence, and live with freedom.

Michael D. Taylor CPFA

Managing Member

Michael D. Taylor (Mike) has more than 38 years of experience in the financial services industry. Throughout his career, he has been responsible for more than 100,000 people and their retirement plans for the private sector, hospitals, governmental employers, and church-based plans around the US.

Christopher D. Moore

Managing Member

Christopher D. Moore (Chris) is an estate planning educator, business coach, and ministry leader with decades of experience equipping families, entrepreneurs, and veterans to protect their legacies and achieve greater freedom.

Proudly Based in the Pacific Northwest — Serving All 50 States

Fortis Planning was founded in the Northwest, and we’re proud to call Oregon, Washington, and Idaho home. While our roots are here, our reach extends across the country. No matter where you live, we are ready to help you protect what matters most.

Take the First Step Today!

Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.

Here’s what you can expect from your complimentary consultation:

  • A Comprehensive Review of Your Needs: We’ll take the time to understand your financial and family situation, your goals, and your concerns.

  • Clear Explanations: Estate planning can feel overwhelming, but we simplify the jargon and outline your options in straightforward terms.

  • Tailored Strategies: Whether it’s asset protection, tax advantage accounts, or veterans’ trusts, we provide recommendations that align with your specific circumstances.

  • A Path Forward: You’ll leave with a clear understanding of your next steps and how we can support you in achieving your estate planning goals.

Why Wait? Your Future

Deserves Attention Now.

Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.

Fortis Planning, LLC is not a law firm and does not provide legal advice. All documents are reviewed by licensed attorneys in the appropriate state.

Copyright 2025. Fortis Planning, LLC. All Rights Reserved.