Fortis Financial Partners

Description

• From the first time that we meet, you'll notice something a little different about how we do business. About We understand that what is important to most of our clients isn't about money. Our common belief is that money is simply a tool to help support your values and enhance the relationships and experiences in our lives. It's this principle that drives what we do; it's what we call your Why Statement. Financial security in your retirement years is important, but why? You want to focus on spending time with your family, not worrying about whether or not you are going to run out of money. Estate planning will help your family potentially save money and maximize the value of your estate, but why? You want to leave a legacy well beyond your years that will have an impact for generations to come. Everybody on our team is committed to being your partner to identify these things that are most important to you and will work alongside you to craft a plan to help you achieve your goals. We are an independent advisory firm. We are not affiliated with an investment bank, financial institution, or insurance company, and we like it that way. We work hard to create an independent, conflict-free environment that focuses on your bottom line, not ours. In most cases, our compensation is fee-based, which means our interests are aligned with yours to grow and protect your money. If you're looking for a new partner, want a second opinion, or are just getting started, reach out to any of our team members. Come see what we're all about.
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  Headquarters:1827 East Fir Avenue Suite 102, Fresno, California, United States

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  Phone Number: +1 559-256-8510

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  Website: https://www.fortisfp.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Fortis Financial Partners

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• |  NAICS Code: 424310  |

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