Schedule a Meeting With Fortress Financial or Call 208-233-1685
Pocatello, Idaho
We’ll Plan for the Whole Journey, Together.
The Fortress Financial Way 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
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