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Our Work - Real Solutions for Real People

Discover how we've partnered with individuals and families to build secure financial futures. These case studies highlight our tailored approach to retirement planning and asset protection.

Case studies

Keller Family

Life Insurance Planning

Modern life insurance for legacy and living benefits

After reviewing an outdated term policy, we showed the Kellers how permanent life insurance with living benefits could protect their family while also building long-term cash value.

Their new policy offers flexibility, legacy protection, and access to funds for unexpected needs — all while staying within budget.

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Fortiguard changed how we think about life insurance. It’s not just for the “what if” — it’s something we can use to build security now and leave a lasting legacy.

Melissa Keller, Client

Stone Consulting

Business Rollover, Annuity

From business sale to financial freedom

Kevin came to us after selling his consulting firm, unsure how to protect the proceeds and create lasting income. He didn’t want to gamble with market exposure.

We rolled his SEP IRA into a guaranteed annuity with optional inflation protection — giving him financial independence and predictability for years to come.

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I spent 20 years building a company — I didn’t want to lose it overnight to market risk. Fortiguard helped me lock in security and sleep easy.

Kevin Stone, Founder, Stone Consulting

Mills Family

Retirement Planning, Rollover

Turn uncertainty into guaranteed retirement income

The Mills family approached us unsure about how to safely transition a sizable 401(k) into retirement income without risking it in the stock market.

We guided them through a compliant, tax-smart rollover strategy and placed their funds into a guaranteed annuity, providing lifelong monthly payments and peace of mind.

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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.

Daniel Snyder, Founder of FortiGuard

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