Our Company

Our team of advisors love working with expecting couples for two main reasons

  • They are an underserved market in our society. Many financial advisors won’t even entertain a conversation with you unless you have at least half a million dollars. If you are in your early thirties, expecting your first or second child and already have half a million dollars then we salute you and ask, “What’s your tax strategy to keep it?” 😊
  • The second reason is because we see all too regularly people who don’t have a financial plan and it can mean absolute destruction to not just your immediate family but the people who surround you. Every time we see a “GoFundMe” account set up on Facebook it saddens us deeply because we know that with a little bit of planning those families would be so much better off.

Put You & Your Family in Good Hands

The Fortis Agency | (732) 993-5255 | 101 Crawfords Corner Road | Holmdel, NJ 07733