Let Our Certified Financial Advisors Help You Live Out Your
Retirement Dreams
Live the Retirement You’ve Always Dreamed About!
Schedule a Meeting With Fortress Financial or Call 208-233-1685
Welcome to Fortress Financial
We’ll Plan for the Whole Journey, Together.
Fortress Financial is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
All Members
Fiduciary Financial Advisor
Client Services
Timothy R. Walker and Jodi L. Walker
Dedicated Professionals for Your Financial Services
208-233-1685
iretiresmart@yahoo.com
Tim and Jodi are the founders and operators of Fortress Financial, a
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.
What Can
You Expect?
We’ve built a custom financial planning experience that meets you where you are.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
Fortress Financial is about family
Find a Fortress Financial Location
The place to build your future is right down the road.
Pocatello, Idaho Office
134 N. 4th Ave
Pocatello, ID 83201
Office: 208-233-1685
Fax: 208-478-1775
iretiresmart@yahoo.com
Pocatello, Idaho Area
Pocatello, ID 83201
Office: 208-233-1685
Fax: 208-478-1775
iretiresmart@yahoo.com