Fortress Planning Group helps families and individuals design and implement comprehensive wealth management plans, which serve as the blueprint for your family fortress. As an independent, fee-only, fiduciary firm located in the Milwaukee and Madison, Wisconsin areas, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.
While we are located in Wisconsin, we work virtually with clients all across the country. At Fortress Planning, we serve successful family stewards. A family steward is anyone who watches over their family, makes sacrifices for their family, protects their family, or works for their family. Husbands, wives, partners, parents, grandparents, children and siblings; anyone who feels family is the most important thing: that is a family steward.
While we are located in Wisconsin, we work virtually with clients all across the country. At Fortress Planning, we serve successful family stewards. A family steward is anyone who watches over their family, makes sacrifices for their family, protects their family, or works for their family. Husbands, wives, partners, parents, grandparents, children and siblings; anyone who feels family is the most important thing: that is a family steward.
Services
Dave Ramsey is America's trusted voice on money and business matters. He is a personal money-management expert, radio personality and author of several New York Times best-selling books. Ramsey Solutions provides biblically based, common-sense education and empowerment that give HOPE to everyone in every walk of life.
We help families reach their goals. There are many different ways people help families reach their goals. We do it through the lens of financial planning. We try to help people get all their "stuff" in order that they may not want to deal with (spending plan, investments, insurance, etc.). We have spent countless hours looking at the markets, researching investments and learning what it takes to be successful financial planners.
The foundation of our investment approach is that markets are efficient. Fortress Planning founder Scott Wellens, CFP(R) spent hundreds of hours and combed through dozens of academic peer reviewed research papers to discover this. Why it matters for you: If you already know that markets are priced fairly, then you can turn your attention to other ways to gain a competitive advantage in the market.
Riskalyze is a software program that allows us to determine our client's tolerance to investment risk, also referred to as the "risk number" in Riskalyze. In the beginning, Riskalyze is used to compare a prospective client's existing investment portfolio against our proposed investments. The program calculates the level of risk and expected returns for each of the existing and proposed investment portfolios.
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