Broker Check

Team

Your finances are a personal matter that should be entrusted to an qualified financial professional with whom you feel at ease. At Fortified Wealth, we have the experience and knowledge to guide you through life’s most important decisions. Let us help you pursue your financial goals through the creation of a long-term plan customized to your needs.

We are not a franchise or large, impersonal firm. We are not tied to sales quotas or proprietary product. As such, we are free to provide you objective, unbiased advice based solely on your needs and goals.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact Fortified Wealth today.

 

Tony Bails, CFP®

President

800.737.5307

574-538-4331

edward.bails@securitiesamerica.com

Tony has been helping successful individuals, professionals and entrepreneurs manage their wealth for almost 20 years. Tony specializes in retirement income and wealth transfer. His comprehensive approach and investment strategies are...
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