01/18/2026
SECURE 2.0 Aims to Brighten the Future for Retirement Savers How will SECURE 2.0 affect your retirement plan?
www.fortress-llc.com They value our vision, mission and culture. They are trusted partners who work collaboratively with their fellow partners”.
Voted “PARTNER OF THE YEAR” by United Planners home office in 2021 as best exemplifying the ideal advisor which it defines as “A highly ethical, passionate and fiduciary-focused professional that places a client’s needs first. They are client-centric, kind and compassionate entrepreneurs that maintain a culture of compliance and are committed to the financial services industry. There are 160 Partn
01/18/2026
SECURE 2.0 Aims to Brighten the Future for Retirement Savers How will SECURE 2.0 affect your retirement plan?
12/01/2025
One Big Beautiful Bill Act and the Small Business Owner Here are five specific changes that small business owners should pay close attention to.
03/22/2025
Many 2017 Tax Act Changes Scheduled to Expire After 2025 Here's a summary of some key provisions in the Tax Cuts and Jobs Act set to expire.
03/11/2025
Tariffs: How They Work and Potential Economic Effects President Trump has authorized major tariff actions with more likely to come.
03/10/2025
There's Still Time to Fund an IRA for 2024 You have until your tax filing deadline to make an IRA contribution for 2024
02/17/2025
01/05/2025
2025 Key Numbers Find out more...
01/02/2024
2024 Key Numbers Find out more...
08/30/2023
We are a full service investment, retirement and financial planning company. We provide customized solutions for individuals, trusts and small businesses.
Securities and advisory services offered through United Planners, a registered Broker/Dealer, member FINRA / SIPC.
Fortress Financial Services LLC and United Planners are not affiliated.
| Monday | 9am - 7pm |
| Tuesday | 9am - 7pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 7pm |
| Friday | 9am - 5pm |