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Fortis Group Advisors

345 Kinderkamack Road, Suite B
Westwood, NJ 07675

Phone:

(201) 383-0630

Fax:

(201) 383-0633

E-mail:

info@fortisgroupadvisors.com

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At Fortis Group Advisors, empowering and inspiring our clients to build a bridge from their financial planning goals to life's dreams is our goal. Our firm specializes in wealth management, wealth accumulation, and wealth preservation as components of a comprehensive and integrated financial planning process. We approach financial planning as the process of preparing for the evolution of life's events. Our firm's philosophy is rooted in a commitment to create lasting and multi-generational relationships with our clients as the trusted advisor with uncompromising integrity and unwavering dedication.

Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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