Our Tax-Advantaged Accounts

Services & Setup

Take control of your financial future with personalized strategies for tax-advantaged accounts. From IRAs and 401(k)s to HSAs and beyond, Fortis Planning helps you minimize taxes, maximize growth, and keep your investments aligned with long-term goals. With expert guidance and ongoing support, we make it simple to secure peace of mind and lasting financial security for you and your family.

The Fortis Planning Alliance

At Fortis Planning, we strive to provide pre-retirees with both growth potential and principal protection at the stage of life when financial security matters most. Our goal is to help you create a reliable source of retirement income that cannot be outlived, giving you confidence for the future.

Through advanced strategies such as indexing and bucketing, we offer greater diversification, higher potential annual returns, and stronger guarantees on lifetime income withdrawals. These enhancements create a retirement strategy designed to balance growth with protection.

To ensure our clients have access to the strongest solutions on the market, Fortis Planning partners with some of the most respected insurance and financial services companies in the nation. Our alliance includes independent innovators who specialize in fixed indexed annuities, indexed universal life insurance, and index-based wealth management solutions, providing both security and opportunity for long-term success.

Not all annuities and retirement products are created equal. Through our hand-picked network of elite financial professionals, we bring you exclusive access to proven solutions designed to safeguard your wealth and support your retirement goals.

The Fortis WealthShield Program

If you are reading this, you already understand the challenges of making, keeping, and growing your money. Each step requires strategic planning and access to the best financial tools available. At Fortis Planning, our WealthShield Program provides both, helping you protect your savings while positioning them for long-term growth.

Through the Fortis WealthShield Program, you gain access to investment and retirement vehicles such as IRAs, 401(k)s, TSPs, CDs, and savings accounts. Our strategies are built on four core priorities: safety, access, growth, and tax efficiency. We focus on protecting your funds so they are not lost in market downturns, keeping them easily accessible when you need them, creating opportunities for steady growth, and helping you legally defer or reduce taxes on income, capital gains, and estates.

This is facilitated through our strategic partnership with Wealth Team Alliance, yuor trusted source in Private Wealth Management.

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.