Services

Why Fortitude Wealth Planners?

Whether you’re trying to secure proper funding for your child’s college education or you’re gearing up to plan your retirement, Fortitude Wealth Planners has the custom strategies to maximize your financial potential and help accomplish your life goals. We offer programs that will equip you with complete financial perspectives on a wide range of topics; including financial basics, risk management, 401(k) guidance, investing principles, retirement, estate conservation, and more.

When you need a Traverse City financial advisor firm that’s truly dedicated to building a long-lasting relationship with you en route to achieving all your financial dreams, contact Fortitude Wealth Planners today to schedule your complimentary consultation appointment!

Pave the Path to Accomplishing Your Financial Goals

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At Fortitude Wealth Planners, we believe the road to retirement shouldn’t be endured alone. We understand how intimidating and perplexing managing your finances can be at times, which is why we’ve dedicated our life’s work to ensure all our Northern Michigan clients receive the necessary guidance to proactively manage their money, with professional risk management assessments and intuitive asset allocation strategies. We provide a vast array of financial management services, including:
  • IRA Assessments, including Traditional, Roth, Rollover, Simple, SERP, and Spousal IRA Plans
  • Pension and Profit Sharing Strategies and Retirement Distribution Arrangements
  • Wealth Management Guidance from Investment Advisory Services to Estate Planning and more
  • Insurance Planning to Develop and Implement the Best Insurance Options Based on Your Coverage Needs
  • 401(k) / 403(b) Plans to Plot Out Your Retirement, Including Roth 401(k) Set-Ups and Rollovers
  • Educational Funding Strategies to Secure Proper Financial Aid for College and Other Educational Opportunities
JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement
By following the link, you consent to receipt of the Form CRS electronically.
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Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Fortitude Wealth Planners LLC are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA Fortitude Wealth Planners, LLC and JWC/JWCA are unaffiliated entities.

© 2022 Fortitude Wealth Planners, LLC. All rights reserved.

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