Helps individuals maximize retirement income, protect portfolios, and minimize taxes for a secure future.
United States, 24th Oct 2024 – Fortress Capital Advisors, an Indiana-based financial management company, is offering comprehensive strategies and tax-saving techniques for individuals approaching or in retirement. With the current retirement landscape growing increasingly complex, the firm’s proactive, dynamic approach helps clients navigate their financial future with confidence, enabling them to maximize retirement income, protect their portfolios, and minimize taxes.
The reality of longer life expectancies means Americans are spending more years in retirement. According to the US Census Bureau, the number of individuals over 65 is expected to double, reaching 74 million by 2030, creating a rising demand for financial solutions that ensure savings last. Yet nearly 55% of households aged 55 to 64 have saved less than $25,000 for retirement, highlighting the financial vulnerability many retirees face.
Led by Steven Neeley, a Certified Financial Planner™ and fiduciary, Fortress Capital Advisors takes a proactive approach to addressing these concerns. They tailor retirement plans to individual needs and design strategies that optimize income sources while safeguarding clients’ portfolios against market volatility. “We strive to ensure a happy and carefree retirement for our clients by getting them the income they need while crash-proofing their portfolios and reducing their taxes,” says Neeley. They work closely with clients to create customized financial plans that balance income generation with risk mitigation.
In addition to income and portfolio protection, Fortress Capital Advisors provides innovative tax-saving strategies. Taxes can have a significant impact on retirement savings, especially when left unmanaged. Through tax-efficient withdrawals from retirement accounts and carefully structured portfolios, Fortress Capital Advisors helps client minimize their tax burdens and keep more of their hard-earned money. Given the complexities of the US tax laws, this aspect of planning is essential for retirees seeking to maximize every available opportunity to reduce taxes and preserve their savings over time.
Fortress Capital Advisors’ services are designed to evolve with clients as they move through retirement. Through regular reviews and updates on financial plans, the firm ensures that clients’ portfolios remain aligned with both personal circumstances and broader economic shifts. The firm’s proactive approach empowers clients to focus on enjoying their golden years rather than worrying about outliving their savings.
To learn more about Fortress Capital Advisors’ retirement planning please visit https://www.fortresscapadv.com/.
About Fortress Capital Advisors
Fortress Capital Advisors provides expert financial services in wealth management, retirement planning, and risk management. The firm specializes in creating customized strategies to help clients maximize retirement income, protect their assets, and reduce tax burdens.
Media Contact
Organization: Fortress Capital Advisors
Contact Person: Steven Neeley
Website: https://www.fortresscapadv.com/
Email: Send Email
Contact Number: +13172103727
Country: United States
Release Id: 24102418921