Striving to Fortify
Your Future

As an independent firm, we have the privilege to craft personalized strategies designed to meet our clients’ individual needs – and we don’t take that for granted. We’re committed to providing you with the products, services, and information to help meet your needs so you can feel more confident through retirement.

WHERE ARE YOU ON YOUR RETIREMENT JOURNEY?

I’m in the midst of my career

and looking for investment
guidance.

GET STARTED

I’m nearing retirement

and need to plan for the
next stage of my life.

GET STARTED

I’m in retirement

want to get the most value
out of my investments.

GET STARTED

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Tune in to Fortified Futures!

Listen live and on demand as Corey Hodges breaks down the latest in retirement news.

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What We Do For You

Wealth Management

Retirement
Income

Legacy
Planning

Social Security Optimization

Tax Mitigation Strategies

Medicare
Planning

Life
Insurance

401(k) Rollovers & Roth Conversions

Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.