The Millennials' Advisors

As a young professional, you have a blank canvas to set yourself up for financial success. Our process is simple to understand. We’ll give you the tools to make smart financial decisions for the rest of your life!

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YOU HAVE YOUR ENTIRE LIVES AHEAD OF YOU…

With a blank canvas, it’s important to put the right strategies in place to work towards optimal financial success. Some things to think about as a young professional:

  • Income protection – More than likely, your greatest asset is your earning’s potential. Take your current income and multiply by the amount of working years you have. That is what your future earnings are. This is something we will discuss protecting.
  • Protect Your Family – Life insurance can replace your income so your family is financially okay.
  • College Planning – Save for your children’s educations.
  • Be A Great Saver – We can help you put a savings strategy together to help you meet your financial goals.
  • Achieve Financial balance – Overall financial balance will protect you in uncertain financial times.

About us

Our partners met at a previous firm in 2012. After successful careers, they decided to create a firm to better serve clients and advisors. Fortis means “strong”. The Fortis Agency delivers strong financial strategies to clients and advisors.

Our mission

Our partners found 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.

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