HAVE YOUNG CHILDREN OR ADDING ANOTHER ONE?
Protect Your New Family by Making a Plan!
Starting your family is already stressful enough. When it comes time to bringing your new baby home, it can feel like you never had the chance to prepare your finances. That’s where The Parent Advisor team at The Fortis Agency comes in! We have a combined 15 years of experience serving expecting parents just like you.
Our services include taking the time to review current income, financial investments, insurance policies, and maximize your earning potential—all while ensuring your money is being spent sustainably. On top of that, we’re happy to help you set financial goals for the future and put safety nets in place to protect your family from emergencies. To be certain your new baby has a bright future with stable finances for the entire family, get in touch today!
Meet Your Financial Goals as Your Family Grows!
- Work with experienced, independent advisors
- Protect your growing family from financial emergencies
- Enjoy service that puts your best interest first
- Prepare your finances in advance for a successful future
We have expertise in 5 main areas
Our expecting parent team focuses on helping families maximize their earning potential.
- Employee Benefit Review
- Financial Protection
- Budget Review
- Wealth Management
- Education Planning
Put You & Your Family in Good Hands
The Fortis Agency | (732) 993-5255 | 101 Crawfords Corner Road | Holmdel, NJ 07733