Fortress Mega

Are you at or nEAR RETIREMENT?

Are you at or nEAR

RETIREMENT?

Now is the time to shift from saving to spending. Take the time to learn about the unique challenges you will face.

You are at or near retirement, congratulations you made it. Now it is time to get serious and work with a professional who specializes in retirement implementation.

Retirees have special needs beyond investing that you need to make decisions on:

Social Security
Pension maximization
Income penalties: MAGI, IRMAA and Combined Income
Income Planning
Diversification reset

Long Term Care
Tax Bracket Planning
RMDs
Estate Planning
Charitable Giving

We focus on those in retirement and soon to be retirees.
We understand there is not one sized fits all. Our services provide options in retirement:

Do it your self

We have extensive knowledge transfer on our website to help you on your journey and we are happy to answer questions. Email us and test us, we won’t bite.

Consultation

For a Flat fee we will look over a financial plan or even create one for you where you do the investing

Blended Services

We have access due to licensing to solutions and products you may not have access to. You may want to handle your core investments and use our solutions as needed.

Full service Financial Planning

The market stresses you out and you want help with all your investable assets.

Consultation

For a Flat fee we will look over a financial plan or even create one for you where you do the investing

Do it your self

We have extensive knowledge transfer on our website to help you on your journey and we are happy to answer questions. Email us and test us, we won’t bite.

Blended Services

We have access due to licensing to solutions and products you may not have access to. You may want to handle your core investments and use our solutions as needed.

Full service Financial Planning

The market stresses you out and you want help with all your investable assets.

When did your last financial planner talk to you about: taxes, beneficiary designations, your plans with your kids, trusts, charitable giving?

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DISCLAIMER:

Investment advisory services provided by Regal Investment Advisors LLC, an SEC registered investment adviser. Regal Investment Advisors is independent of Fortress Mega, LLC. Advisory services are only offered to clients or prospective clients where Regal and its representatives are properly licensed or exempt from licensure. SEC registration does not imply a certain level of skill or training. The information presented is general in nature and should not be considered to be investment, legal, tax, accounting, consulting, or any other professional advice. It is not a solicitation of, or an offer to buy or sell, any securities or advisory services. The purpose of the information presented on this website is to educate and inform. The content is developed from sources believed to be providing accurate information. In all cases, you should consult with a professional familiar with your particular situation for guidance concerning specific financial matters before making any decisions.

COPYRIGHT 2023. FORTRESS MEGA, LLC. ALL RIGHTS RESERVED.

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