Contact Us: (515) 225-1712
Holistic Wealth Management
& Retirement Planning Services
We offer holistic financial planning, wealth management and retirement income planning services to help you build and protect your wealth.
The retirement goals of our clients are the starting point for our holistic financial planning strategies
Retirement Income Planning
Planning for retirement income can be a complicated process. With many important decisions to make and options available for meeting your needs, it’s important you have a resource you can count on to guide you step-by-step along the way.
Legacy Planning
Protecting, preserving, and passing along your estate is one of the most vital elements of your overall financial well-being. We work to make certain you have a clear financial roadmap that allows you to protect your assets, maintain privacy, manage division of assets, save taxes, avoid probate, and pass along more wealth.
Tax Minimization Strategies
Taxes will always be a part of life. We can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. Factors including marriage status can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Wealth Management
Once we know your goals and the current state of your finances, we can make recommendations and create a plan for you. There are many paths to reaching your goal. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan.
401(k) Rollovers
Did you leave something behind with your last employer? When you retire or change jobs you have the option to rollover your 401(k) assets. We will work with you to determine the best option for assets. We can guide you through your decision of either rolling your Traditional 401(k) to a Traditional IRA, Roth 401(k) to a Roth IRA, Traditional 401(k) to a Roth IRA, or cashing out your 401(k).
Life Insurance
We all want our loved ones to be taken care of should the unexpected happen; however, to accomplish this, it’s important to have a plan. There has never been a better time than now to update your current policy and finally take the steps necessary to ensure your family is protected.
Long-Term Care
Someday you may need help at home with daily activities. Obtaining long-term care insurance can alleviate some of these concerns. With various policy options available, we can strategically add this potential option into your overall retirement plan.
Want to learn more about our services?
Our advisors are here to help you. Let’s collaborate on a custom strategy to meet your financial and retirement goals.
Want to learn more from our advisors?
We want to hear from you! Fortress Wealth Management proudly serves clients in Urbandale, IA and the surrounding areas. We are here to answer any questions or concerns you may have.
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© 2023 Fortress Wealth Management
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Fortress Wealth Management are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22093 - 2022/8/8
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.