Qualifying Criteria:
$2 million net worth and $500,000 retirement plan and No need for retirement plan income

Fortress Financial Group, LLC, a northern Colorado based financial planning firm, founded by Robert M. Smith, CFP, focuses on strategies to legally preserve and protect 401k, 403b retirement plans and other pension plans from federal and state income and estate taxes. Fortress Financial Group, LLC, serves local and regional areas of Colorado, including Denver, Boulder, Colorado Springs, Fort Collins, Loveland, Greeley, and other locations within the U.S.
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1325 Hawkridge Road, Eaton, CO 80615 (970)302-053

