Fortress Financial Strategies

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 First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.

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