Overview

Fortitude is a culmination of several aspects of Financial Services. We work only with top rated carriers and providers to bring solutions to our clients. We bring 4 major financial perspectives together: 1) Financial Literacy 2) Personal Finances 3) Business Solutions 4) Employee Benefits 1) Financial Literacy: With much of the US struggling with money and financial illiteracy, financial education is the key. Whether it comes B2C or B2B, everyone needs to understand how money works. 2) Personal Finances: Knowledge is not power. Knowledge applied is power. We take the Financial Literacy and give people the ability to start taking action on their personal finances by utilizing a financial professional. Saving, Debt Solutions, Insurance, Financial Planning, Retirement and Estate Planning. 3) Business Finances: Businesses much like a family, need protection, financial strategies and legacy planning. Buy/Sell Agreement Funding, KeyMan Insurance and Executive Bonus Plans. We've partnered with incredible individuals to assist in all areas of business: Payroll, Workers Comp, Digital HR Solutions and Software, ERC, Lending, Insurances and more. 4) Employee Benefits: Creating an environment for businesses to be able to attract, incentivize and retain top talent. In todays environment, turn over is a huge challenge and we often forget how much it costs. Providing benefits can be done on a scale from no-cost to the business, entirely employee paid to completely paid by the business and anywhere in-between. We show businesses the sweet spot for them and their employees.