Fort Financial Group offers a full range of financial planning services. Our clients work closely with a certified financial planner to help define objectives and plan for the future.

Fort Financial Group offers fee-based, integrated financial planning. Whether our clients are addressing buying a new car or home, planning for a child’s education, preparing for eventual retirement or creating a plan for their estate, Fort Financial Group offers comprehensive financial planning. In fact, our financial planning goes well beyond these basic life events. It also addresses potential events that can drastically alter a client’s long-term financial security.

The planning process covers seven financial planning disciplines:

• cash flow and financial management (including child education planning)
• investment and portfolio analysis
• retirement
• legal
• estate planning, and
• insurance/risk management
• income tax planning
  

The planning process entails the following:

• A complete explanation of the role of your financial planner and the planning approach used.
• An agreement between the client and planner upon a mandate and assurance that the client understands the agreement; a professional service contract is drawn up between the client and financial planner once an agreement is reached
• Gathering of information and documents
  Determination of client goals
• Analysis of the data and the client’s current situation
• Plan preparation including solutions and recommendations
• Client presentation of the personal financial planning report
• Implementation of the suggested recommendations and strategies
• Monitoring and regular, periodic follow-ups