Fortress Planning Group LLC is an independent, fee-only, fiduciary firm located in Pewaukee, WI, serving families and individuals across the country. They specialize in designing and implementing comprehensive wealth management plans, focusing on a holistic view of wealth and family stewardship. Their services include investment management, retirement planning, income tax planning, insurance planning, and estate planning.
With a deep understanding of the unique challenges faced by family stewards, Fortress Planning Group aims to provide exceptional security and financial freedom for their clients. Their team of experts works closely with clients to create customized plans that align with their current financial situation and future goals, ensuring peace of mind and allowing clients to focus on taking care of their families.
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