^Services Financial guidance for every season of life.

FortiFi helps you move forward with confidence, wherever you are today and wherever you’re headed.

Find your path

We create strategies that are tailored to your needs and goals.

Years of experience have prepared us to guide you through your life transitions.

Life changes. Your financial plan should evolve with it.

Our approach helps you make decisions with understanding, confidence, and a clear path for the future.

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Retirement Planning

^{Retirement planning} Plan confidently for life after work.

A fulfilling retirement doesn’t happen by accident. It happens through preparation, precision, and steady planning.

Whether retirement is years away or right around the corner, we help you understand where you stand today and what steps will support the future you want.

We work with you to:

Clarify your retirement dreams and lifestyle vision
Review your current financial picture and income sources
Build a plan that aligns your investments, savings, and future spending
Prepare for healthcare, longevity, and unexpected needs
Support pension, Social Security, and benefits decisions
Adjust your plan as life changes, before and after retirement

With a thoughtful roadmap and ongoing guidance, your transition to independence can feel clear, steady, and intentional.

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Investment Planning

^{Investment planning} Invest with purpose, not pressure.

Investing shouldn’t feel rushed or overwhelming. Instead of reacting to market noise, we help you invest with intention, guided by your vision, not short-term headlines.

We help you build a personalized investment strategy that reflects the season of life you’re in and prepares you for success in the future.

Our investment approach includes:

Creating a clear picture of where your portfolio stands today
Designing a strategy built around disciplined, long-term investing
Managing transitions as your life and goals dreams evolve
Staying by your side with ongoing monitoring, updates, and thoughtful adjustments

We keep you focused on what matters: steady progress, long-term growth, and a clear understanding of how your investments support your future vision.

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Estate Planning

^{Estate planning} Shape a legacy with clarity and intention.

Estate planning brings clarity and intention to the decisions that matter most. It ensures your wishes are clear and the people you love are cared for, now and in the future.

With that foundation in place, we collaborate with your estate planning attorney to help you:

Understand key documents like wills, trusts, and powers of attorney
Choose personal representatives and beneficiaries with clarity and confidence
Prepare for taxes, fees, and complexities that can impact your estate
Align your financial plan and legacy vision
Ensure your assets support the people and causes most important to you

When your plan is clear and well-organized, you and your loved ones flourish.

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Insurance Planning

^{Insurance planning} Protect what matters most.

Life is unpredictable. But preparation builds stability and confidence.

Insurance planning provides a layer of security to protect what matters most to you, so unexpected moments don’t derail what you’ve built.

With that protection in mind, we help you:

Review existing coverage and ensure it still fits your needs
Evaluate life, disability, and long-term care options
Understand how insurance supports retirement and estate planning
Prepare for unexpected events that could impact your financial stability

The right protection provides peace of mind and confidence to navigate life’s uncertainties.

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Small Business Planning

^{Small business planning} Build a stronger future for your business and your team.

Your business plays a vital role in your financial life and the lives of the people who work for you. With the right planning in place, you can build clarity today and confidence for what’s ahead.

We help business owners build plans that support growth, care for employees, and prepare for the future.

We provide guidance on:

SEP and SIMPLE and Solo-401K retirement plans
Matching plan options to your business size and goals
Evaluating employee needs and participation requirements
Understanding tax implications and contribution limits
Planning for succession and long-term transition

With practical retirement plan options and clear guidance, you can support your team while building confidence for your own future.

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^{The impact of clear, steady financial guidance} I would like to take a moment to thank Eric, Katie and the entire FortiFi Wealth staff for their dedication to detail, their ability to help me through changing lifestyle needs while continually staying focused on my long-term financial security.
One of the things that always seems to impress me about FortiFi Wealth is that every time we talk, I feel as if I am talking with a longtime friend. Listening is one of Eric & Katie’s greatest strengths. I greatly appreciate how they have listened to my needs over the years.
Eric, Katie & the FortiFi Wealth staff have proven themselves to be a trusted organization with my best interests as their main concern. I have recommended PRG to several of my friends over the years and all of them have thanked me for introducing them to FortiFi Wealth. I will continue to recommend FortiFi Wealth to others and I encourage anyone who is looking for a trusted partner to help guide you and your money into the future, to consider calling Eric or Katie at FortiFi Wealth.

Paul D.

(Client since 2011)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

^{The impact of clear, steady financial guidance} We brought our life savings to Eric and FortiFi Wealth, and together we continue to formulate and nurture a plan. We’ve found that our needs, concerns, and goals align perfectly with what Eric and his entire staff are able to deliver. We recommend Eric and FortiFi Wealth to others because he provides a well thought out and articulated plan that you can fully comprehend and participate in.

Tom & Cathy R.

(Clients since 2000)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

^{The impact of clear, steady financial guidance} After several years with a different firm, I recently decided to look for a new Financial Planner. A friend mentioned that he is very happy with Eric at FortiFi Wealth so I called Eric and made an appointment with him.
I was impressed by Eric and his staff. They appeared to be very friendly and knowledgeable. I decided to transfer my investments to Eric’s firm. Since then, we have had several meetings and I’ve learned much more about my investments. I also appreciate the extra time Eric spent with me to help me understand my investment statements. I would highly recommend Eric’s firm, FortiFi Wealth.

Dick E

(Client since 2024)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

^{The impact of clear, steady financial guidance} About 15 years ago we attended a presentation by FortiFi Wealth. That was the beginning of a very beneficial relationship. Eric gained our respect and trust early in the days of working with him. He helped us develop a plan aimed at successful retirement years. It is working. He is very talented at big-picture thinking and introduces quite interesting approaches.
Probably the highest praise we can give him is the fact that we have referred four of our close friends to him, feeling confident that his knowledge and ethics would also be helpful to them, each in very different situations.
He and the FortiFi Wealth staff are a class act. We feel more like friends than clients.

Bobbie & Larry W.

(Clients since 2008)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

^{The impact of clear, steady financial guidance} FortiFi Wealth has the resources to move with your financial relationship as it grows from saving as much as you can for retirement to spending in retirement to maximize your available assets.
This involves:
• Working with you and your tax advisor to minimize your tax burden
• Working on a streamlined transfer of investments to actual cash available to pay bills
• Developing a realistic plan to provide resources for potential major expenditures i.e., new home, or vehicle.
I would highly recommend working with Eric and his team if you are looking for a partnership in maximizing your financial resources, be it investments or simplifying the mechanics of taking distributions.

Kathy W.

(Client since 2015)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

^{The impact of clear, steady financial guidance} Eric and his FortiFi Wealth team are superb communicators — with me, my attorney and my accountant. I couldn’t begin to know all the questions to ask, or understand all the complexities. Katie keeps me informed, Cali makes prudent investment suggestions and Eric oversees the big picture. What a relief to have such professionals manage my retirement, tax and estate plans. They really know their stuff.

Todd H.

(Client since 2022)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Getting started is simple.

Step 1

Share your story.

Tell us what matters most by filling out our short discovery form.

Start your journey

Step 2

Meet your advisor.

We learn about your goals, concerns, and the season you’re in. Then we work together to outline the best next steps.

Start your journey

Step 3

Build your plan.

Together, we build a clear path you can follow with confidence. We stay with you every step of the way, providing guidance and assistance whenever you need it.

Start your journey

^Services Financial guidance for every season of life.

FortiFi helps you move forward with confidence, wherever you are today and wherever you’re headed.

Life changes. Your financial plan should evolve with it.

Our approach helps you make decisions with understanding, confidence, and a clear path for the future.

^{On this page} Services

Retirement Planning