Fortress Planning Group, based in Madison, WI, is an independent, fee-only, fiduciary firm specializing in comprehensive wealth management plans for families and individuals. Their holistic approach focuses on coaching clients towards a secure financial future, serving as dedicated stewards for successful family units across the country.
With a strong emphasis on investment management, retirement planning, income tax planning, insurance planning, and estate planning, Fortress Planning Group offers tailored strategies to help clients navigate the complexities of wealth management. Their goal is to alleviate the burden of financial decision-making for family stewards, allowing them to focus on caring for their loved ones while the firm creates a customized blueprint for their family fortress.
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