OUR  SERVICES

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Our Services

I provide financial planning and investment advice to our clients.  I offer an “Ala Carte” model for my clients which allows them to use all or just some of my services.  For a flat fee, I provide financial modeling, basic tax planning and overall financial planning.  I create a written explanation of my thoughts and advice to my clients.

For those who wish us to help implement the investment aspects of their financial plan, I charge a fee on assets under management. I let you choose how you want to work with me and, we always disclose our fees ahead of time.

 

I abide by the Fiduciary Standard and in fact are required to as Certified Financial Planners (CFP)® by the Certified Financial Planning Board of Directors.  I provide investment advice as an Investment Advisor Representative (IAR). 

 

https://www.cfp.net/about-cfp-board/code-and-standards

https://www.sec.gov/divisions/investment/iaregulation/memoia.htm

We provide financial planning and investment advice to our clients. We offer an “Ala Carte” model for our clients which allows them to use all or just some of our services. For a flat fee, we provide financial modeling, basic tax planning and overall financial planning. We create a written explanation of our thoughts and advice to our clients.

 

For those who wish us to help implement the investment aspects of their financial plan, we charge a fee on assets under management. We let you choose how you want to work with us and, we always disclose our fees ahead of time.

 

We abide by the Fiduciary Standard and in fact are required to as Certified Financial Planners (CFP)® by the Certified Financial Planning Board of Directors. Jon provides investment advice as an Investment Advisor Representative (IAR).

About Fortress Mega, LLC

We provide financial planning and investment advice to our clients. We offer an “Ala Carte” model for our clients which allows them to use all or just some of our services. For a flat fee, we provide financial modeling, basic tax planning and overall financial planning. We create a written explanation of our thoughts and advice to our clients.

For those who wish us to help implement the investment aspects of their financial plan, we charge a fee on assets under management. We let you choose how you want to work with us and, we always disclose our fees ahead of time.

We abide by the Fiduciary Standard and in fact are required to as Certified Financial Planners (CFP)® by the Certified Financial Planning Board of Directors. Jon provides investment advice as an Investment Advisor Representative (IAR).

I provide financial planning and investment advice to our clients.  I offer an “Ala Carte” model for my clients which allows them to use all or just some of my services.  For a flat fee, I provide financial modeling, basic tax planning and overall financial planning.  I create a written explanation of my thoughts and advice to my clients.

For those who wish us to help implement the investment aspects of their financial plan, I charge a fee on assets under management. I let you choose how you want to work with me and, we always disclose our fees ahead of time.

I abide by the Fiduciary Standard and in fact are required to as Certified Financial Planners (CFP)® by the Certified Financial Planning Board of Directors.  I provide investment advice as an Investment Advisor Representative (IAR). 

 

https://www.cfp.net/about-cfp-board/code-and-standards

https://www.sec.gov/divisions/investment/iaregulation/memoia.htm

General Service Models and
What They Include:

Initial planning consulation

  • Complimentary

Consultation

  • Initial planning consultation—complimentary
  • Follow up Emails and Phone Calls–complimentary
  • Income and retirement projection report with follow up meetings over the first year of planning–$950
  • This renews annually at your discretion

Blended Services and Full Financial Planning:

  • Initial planning consultation–complimentary
  • Executive summary—complimentary
  • Income and retirement projection report with follow up
  • MoneyGuidePro
  • Nitrogen Wealth
  • Senior Tax Solutions
  • Assets under management—0.70%-1.00% annually for investing
    • Does not include underlying investment expenses

If you choose to buy insurance or annuities within any of these models, Jon earns commission under his ownership of Carrol and Associates.


This is intended as general information. The fees are a direct relationship with an advisor and not with AAA Washington.

General Service Models and
What They Include:

Initial planning consultation

  • Complimentary

Consultation:

  • Initial planning consultation—complimentary
  • Follow up Emails and Phone Calls–complimentary
  • Income and retirement projection report with follow up meetings over the first year of planning–$950
  • This renews annually at your discretion

Blended Services and Full Financial Planning:

  • Initial planning consultation–complimentary
  • Executive summary—complimentary
  • Income and retirement projection report with follow up
  • MoneyGuide Pro
  • Nitrogen Wealth
  • Senior Tax Solutions
  • Assets under management—0.70%-1.00% annually for investing
    • Does not include underlying investment expenses

If you choose to buy insurance or annuities within any of these models, Jon earns commission under his ownership of Carrol and Associates.
This is intended as general information. The fees are a direct relationship with an advisor and not with AAA Washington.

A typical path is: Pathway

Questions we need to answer:

  • What are you trying to do?
  • What is your timeline?
  • What information do you have?
  • What do I think?
  • Do we align at all?
  • Would you like to see an example investment proposal?

What you get:

Summary email of our conversation and what I think

Questions we need to answer:

Do you understand the summary email or have questions?

Do you fit in one of our pathways?

  • You Maintain Control
  • Partial Control
  • Hand Off

What you get:

Summary email of our conversation and general consensus of the path we are taking together
  • Set up your personal milestones and target dates
  • Send for Final Review and adjustments

What you get:

  • MoneyGuide Pro Financial Plan
  • Nitrogen Wealth Investment Plan
  • A sample Tax Overview from Senior Tax advisors
What you get:
  • The contract filled out
  • Official Compliance documents
Our ongoing communication plan is:
  • Communication around milestone dates
  • An annual review
  • As often as you need me, such as family planning around a transition to a nursing home
  • A quarterly newsletter – this is designed as a reminder to stay on the path
  • As needed communication such as changing market conditions

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.