Our comprehensive approach to wealth and retirement planning leverages our experience and cutting edge technology to design a plan tailored to pursuing your ideal lifestyle. Riskalyze utilizes cutting edge technology that identifies your acceptable levels of risk and reward. Our mission is to develop a long-lasting relationship where we understand what is truly important to you and your future.
As a seasoned financial advisor, Dan will help you make well-informed financial decisions while educating you on how to work toward achieving your ideal lifestyle. Delivering the right balance of knowledge with personal attention customized for each client. Your Financial Matters: Fortress Financial Group's comprehensive approach to wealth planning.
As a seasoned financial advisor, Dan will help you make well-informed financial decisions while educating you on how to work toward achieving your ideal lifestyle. Delivering the right balance of knowledge with personal attention customized for each client. Your Financial Matters: Fortress Financial Group's comprehensive approach to wealth planning.
Services
Dan Langworthy has over 25 years in the financial services industry with an emphasis on creating a financial plan for clients that focuses on allowing clients to live their ideal lifestyle. As a student of the financial services business, Dan continuously furthers his education through annual conferences as well as through the designations that he has obtained over the years.
Wealth Management with Fortress Financial Group is more than just a review of your assets, it is a process in which we aim to grow, protect, and utilize your wealth to work towards your goals and aspirations during your lifetime. Our process entails a collaborative approach, with Fortress Financial acting as the hub of a team of advisors.
Determining when to exercise your options and what options to exercise can be overwhelming. As an executive who has been granted various equity awards (stock options, RSU's, restricted stock), putting together an overall strategy can be challenging. With over 25 years of experience, Dan Langworthy has worked with executives from small start-ups to Fortune 1000 companies.
We utilize a fee-based approach to managing each of our client's portfolios that allows us to be a fiduciary to align our interests with our client's interests. When it comes to managing your money, consistently growing assets over time is our philosophy. There is no shortage of "hot" investments in the world today, however, protecting portfolios when the markets turn negative is a primary focus for Fortress Financial.
Having saved for retirement is an important step to achieving your goals, however, without a financial plan that factors in all the variables, determining how long your money will last can be challenging. Your Financial Matters: Fortress Financial Group's comprehensive approach to wealth planning. Hover over the image to see more details on how we can get you on the path to living your ideal lifestyle.
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