Plan well. live well.

Let's define your legacy

Accomplish Your Financial Goals

Financial Planning and Investment Solutions in Northern Michigan and Throughout the U.S.

  • Over 20 Years of Financial Management Experience
  • Holistic Financial Planning Strategies
  • Custom Educational Funding Solutions
  • 401(k) & Retirement Distribution Planning

Financial Planning Services Personalized For You

We all have different needs and focuses when it comes to managing our finances. At Fortitude Wealth Planners, our goal is to provide you with the necessary financial planning resources you need to help you live the life you deserve. Our mission is to truly understand and fulfill the needs of our clients. Our passion is to have an impact on the lives of our clients and the goals they strive to achieve. That’s why relationships are so important to us.

Our Services

Employer Retirement Plans

You shouldn’t feel forced to plan for your retirement alone. Our team of financial management experts will be able to help you navigate your options in your employer-sponsored retirement plan.

Financial Planning

We develop your personalized, holistic financial plan to provide a road map to achieve your goals.

Educational Funding

Let us help your family receive the necessary financial aid strategies that will fund you or your child’s financial future, regardless of your income or assets.

Wealth Management

Fortitude Wealth Planners will help you save for retirement and effectively help you manage your wealth.

Insurance Planning

Navigate your way through the complex world of insurance policies to find the coverage plans that best suit your personal and asset needs.

Start planning today!

Contact Fortitude Wealth Planners