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Understanding Today’s Financial Environment
Welcome, we’re Fortress Wealth Management, a financial organization in Tennessee. Our team strives to provide an exceptional experience for our clients—understanding, empathy, and trust are at the heart of what we do. We serve a wide range of individuals, families, and companies with unique goals and challenges. We have accumulated considerable experience helping them address critical and often complex areas of wealth management. As a result, we are able to leverage our specialized skill set and practical solutions to address a variety of specific needs.
Our clients have, in most cases, spent a lifetime building their wealth. They look to us to provide an effective balance of growth, combined with careful planning and confident decision making to help preserve their financial well-being and prepare for the next stage of their lives.
Through Cetera Advisors LLC, we offer access to a full complement of asset classes and investment alternatives. Our service offerings, while diverse, are driven by a single priority: the integrated wealth management needs of our clients.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.