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Understanding Today’s Financial Environment

Welcome, we’re Fortress Wealth Management, a financial organization in Tennessee. Our team strives to provide an exceptional experience for our clients—understanding, empathy, and trust are at the heart of what we do. We serve a wide range of individuals, families, and companies with unique goals and challenges. We have accumulated considerable experience helping them address critical and often complex areas of wealth management. As a result, we are able to leverage our specialized skill set and practical solutions to address a variety of specific needs.

Our clients have, in most cases, spent a lifetime building their wealth. They look to us to provide an effective balance of growth, combined with careful planning and confident decision making to help preserve their financial well-being and prepare for the next stage of their lives.

Through Cetera Advisors LLC, we offer access to a full complement of asset classes and investment alternatives. Our service offerings, while diverse, are driven by a single priority: the integrated wealth management needs of our clients.

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Helpful Content

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

The 12 Steps to Living Confidently: Legacy and Estate

You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.

Financial Hacks for Millennials: Student-Debt

Here are seven ways to reduce that debt and live more confidently.

How Financial Decision-Making is Like Camping

It takes a plan to be successful when you head into the wilderness. Your finances are no different.

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Why, What and How of Life Insurance

The Why, What and How of Life Insurance

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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