CONTACT INFORMATION: Brett Andrews Rebecca Andrews Website 623-255-5180 bandrews@1stallied.com
Be sure to check out our program designed specifically for doctors at www.DoctorsFortress.com
As fellow business owners we understand that your time is valuable. Therefore, we are our client’s Advocate and provide the value of having one point of contact for all of your financial needs. Fortress Financial Strategies is a family owned, independent financial consulting firm located in Glendale, Arizona. Our practice specializes in working with Doctors – Business Owners – High Net-Worth Investors- and HR Professionals interested in Group Benefits. Fortress Financial Strategies works with clients primarily in the Phoenix metropolitan area of Arizona but accept clients across the United States. Our vast array of resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs.
Our mission is to build and protect your Financial Independence. We believe that Financial Independence begins with a strong foundation which requires four equally important cornerstones.
- Accumulation/Growth
- Risk Management/Asset Protection
- Structural Efficiency/Tax Reduction
- Succession/Legacy Planning
To reinforce the four cornerstones of our client’s foundation we initiate a six step process to create, implement, and monitor a highly sophisticated interactive and dynamic financial plan that updates daily. We also believe that our process is one that will guide our client’s financially throughout the rest of their lives. Therefore, we make a commitment to our client’s that we will be available and that they will not become just another number.
We pride ourselves on the fact that we treat our client’s as family and consider achieving their goals and dreams as the most important part of our mission.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Financial Professionals of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com
Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise