The Unconventional Path to Financial Certainty and Fulfillment

We Believe You Deserve To Have A: Client-Centered, Process-Driven, Truth-Based Financial Guidance, Delivered in a Simple, and Easy To Understand Way.

our mission

What If It Were Possible To Achieve More, By Losing Less.

Fortress Financial Group is an independent Financial and Insurance Services Firm that strives for Honesty, Education, Simplicity and Empowerment.

financial planning &insurance services

We specialize in helping you protect your assets from market volatility and excessive fees. 

Retirement Planning

Income Planning

Life Insurance

Investment Services

why work with us?

We work to help educate and empower our clients to understand the difference between financial marketing and financial education.

We are passionate about delivering financial education to help our clients protect their assets, provide for their needs, and realize their dreams.

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Have any questions?

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Monday – Friday 9:00am – 5:00pm PST
(closed all major holidays)

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