Our Company

Our team of advisors specialize in working with young parents, pregnant women, and expecting families

  • We believe our services can be a valuable resource to help set up your future family for success
  • Financial planning is an essential part of your wellbeing that is commonly neglected!
  • We offer personalized meetings and workshops tailored to your specific needs and concerns – whether it is budgeting for your baby or household, saving for daycare, guidance about 529 plans or saving for college, discussions about retirement, and the importance of having a will and estate plan.
  • We know the average American is severely underinsured. We also know that unexpected pregnancy-associated conditions or delivery complications can increase life or disability premiums for women or disqualify you from obtaining coverage. We want to make sure you are protected and adequately covered.
  • All of this at ZERO personal cost to you, we are here to help you!

Let's Create a Brighter Future!

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