(800) 886-5624 | 7701 San Felipe Blvd., Suite 100, Austin, TX 78729 | Get Office Directions

Fort Wealth management Logo
Fort Wealth Management Facebook   Fort Wealth Management Twitter   Fort Wealth Management LinkedIn   Fort Wealth Management YouTube
Meet the Firm A Fruitful Retirement: Social Security Benefit Butchers vs. Dieticians, Brokers vs. Advisors

Your Retirement Journey Begins Here...

In the game of chess, “best moves” are determined by developing a plan to advance toward victory while protecting valuable pieces from loss. Similarly, life’s financial “best moves” are determined by developing a comprehensive plan to achieve goals while protecting valuable assets.

At Fort Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Fort Wealth Management is a comprehensive retirement planning firm that helps Austin’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey. As your retirement guides, allow our team to help you:

  • Protect and preserve your retirement savings and investments
  • Create an income plan for retirement
  • Plan for long-term care medical needs
  • Develop and implement an estate and legacy plan

In today’s new and challenging economic environment, you must not only save and invest strategically in order to retire, but also take distributions from your accounts during retirement in the most efficient manner as well. Count on us as your retirement guides to help you get to and through your golden years.

Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

 

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

How Financial Advisors are Compensated

Read this overview to learn how financial advisors are compensated.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Surprises

Making the most of surprises is a great reason to work with us.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow