• Protecting What Matters
  • Life Insurance
  • Long-Term Care
  • Disability
  • Schedule an Appointment

Protecting What Matters

Purchasing insurance is simply the act of transferring risk from you to an insurance company. Health insurance protects against absolute financial ruin as a result of medical debt. Property insurance gives you peace of mind knowing one of your biggest investments is protected. At Fortus, we leverage our expertise to ensure our clients have the most appropriate coverage, so you can worry less and enjoy life more.

Life Insurance

There’s a lot of misinformation out in the marketplace regarding life insurance policies from gurus who have opinions on what type of policy is the best (or worst). However, life insurance is not a one-size-fits-all proposition, and it’s impossible to know what’s best for you and your family without understanding your unique circumstances.

Life insurance provides protection for the most valuable asset you have—your ability to produce income. Within the context of a financial plan, we work with you to determine the best strategy to secure your family’s future in the event of your death.

Long-Term Care

Without proper planning, a long-term care event can easily diminish or eliminate the wealth that you’ve worked your entire life to build. Within the scope of a financial plan, we can determine how to manage this risk to protect your assets while providing a comfortable and safe transition should additional care be required.

Disability

It’s very likely that you’ll suffer an injury or illness during your lifetime that may put your ability to work—and generate income—at risk. The advisors at Fortus will determine how to manage this possibility and prepare you for any unforeseen costs and financial obstacles along the way.

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