Young Families

Whether you have a specific need in mind or aren’t sure where to begin with your family’s planning, you can feel comfortable asking Mike. Each family has their own prioritization for different objectives and fears. Evoking the peace of mind that a functional plan delivers is what Fort Independence Financial strives to do for each of its clients.

By getting to know your family, Mike will help you position better today and prepare for tomorrow. With the proper tools you’ll have the clarity and confidence that you seek in your financial foundation as well as the flexibility to adapt to your life’s changes.

“Planning is important, but the most important part of every plan is to plan on that plan not going according to plan.” – Morgan Housel, The Psychology of Money

Wealth Management

Retirement

Asset Protection

Estate Planning

Education Funding

Life Insurance

Disability & Long Term Care Insurance

401(k) Rollovers

Traditional & Roth IRAs