Our partners founded The Fortis Agency with a two-fold mission. First, is to bring the highest quality financial products and strategies to our clients. Second, is to empower financial advisors and brokers around the country to do the same. Our goal is to do good with good people.
Reduce income tax exposure for the self employed and drive contributions to key owners.
Ensure your partnership is protected in the event of a death or disability.
Protect those you love in case of a premature death.
Protect your most valuable asset - your income in the event of a sickness or injury.
Provide valuable medical coverage for your employees.
Efficiently plan for care.
Offer voluntary benefits for your employees as a retention tool.
Grow your assets.
Auto, Homeowners, Flood and Umbrella Insurance
General Liability, Property, Professional Liability, Commercial auto, Worker's Comp, Cyber Liability, Directors and Officers Insurance
As an expert in the physician marketplace, we aim to protect the greatest risks doctors face
Garage Insurance, Brewery, Contractor and Technology Programs
Our strategy is simple. We believe that in order to grow wealth, we need to protect it first. Just as a castle has a moat around it, every financial plan needs proper protection. Then, we can grow wealth knowing its protected. Additionally, our expertise in unique planning strategies bring tax efficiencies to our clients.
Our goal is to support your practice so you are irreplaceable to your clients. Tap into our advanced planning strategies and use The Fortis Agency to access high quality insurance products.
Partner
Partner
Partner
Partner
Leave us a message