Case Study
Modern life insurance for legacy and living benefits
The Keller family wanted more than just a death benefit — they needed coverage that provided real-life value. We delivered.
Strategic financial solutions for lifelong peace of mind.
Gain financial confidence with tailored retirement plans, guaranteed secure accounts, strategic rollovers, life insurance solutions, and FLOW annuities—crafted to protect your wealth and provide lifelong peace of mind.
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Proven Strategies for a Secure Financial Future
We help clients navigate retirement complexities with safe, guaranteed solutions designed to protect wealth and provide lasting peace of mind.
Case Study
From business sale to financial freedom
After selling his business, Kevin needed a safe way to transition his assets into long-term income. Fortiguard helped him roll over his SEP IRA and design a secure income strategy.
Case Study
Turn uncertainty into guaranteed retirement income
Fortiguard helped the Mills family secure their retirement by rolling over a 401(k) into a protected annuity with guaranteed lifetime income.
This case is why Fortiguard exists — to replace fear with certainty. We helped the Mills family go from anxious and confused to confident about their financial future.
Our Solutions - Tailored Financial Strategies for Your Needs
We offer specialized planning services focused on security and guarantees, helping you build a confident financial future.
- Retirement Income Planning. Designing secure, guaranteed income streams using protected annuities and other strategies to ensure you don't outlive your savings.
- 401(k), 403(b), 457(b) & IRA Rollovers. Expert guidance on navigating tax-efficient rollovers from employer plans or existing IRAs into safer, guaranteed accounts.
- Life Insurance Solutions. Utilizing modern life insurance policies not just for legacy protection, but also for living benefits like tax-advantaged growth and supplemental income.
- Asset Protection. Structuring your finances to shield assets from market volatility and provide maximum security for your principal.