Fortis Group Advisors
345 Kinderkamack Road, Suite B
Westwood, NJ 07675
Phone:
(201) 383-0630
Fax:
(201) 383-0633
E-mail:
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.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.