We created Fortis Lux to help clients realize their vision of a better life.

We took our shared values — vision for the future, persistence, seeking advice from those who have come before, and helping others — and built a unique financial planning firm Not coincidentally, our most successful clients also share these values.

A guiding light to help you reach your life goals

One Focus, Many Solutions.

Top Financial Concerns:

Will I...

Achieve Financial Security / Independence?

· Having emergency fund

· Prepared for the unexpected financially

· Not carrying a lot of debt

· Focusing on short-term, planning for the long-term

Help My Children Get an Education?

∙ Creating a plan for college / university costs

∙ Identify sources of income

∙ Educating self about college expenses, and prepare for additional costs.

Enjoy a Comfortable Retirement?

∙ Taking advantage of employer’s retirement plan-matching contributions.

∙ Looking closely at the actual & impact of inflation on future expenses.

∙ Determine sources of income.

Receive a Human Touch Tailored for Me?

∙ Taking advantage of employer’s retirement plan-matching contributions.

∙ Looking closely at the actual & impact of inflation on future expenses.

∙ Determine sources of income.

Our Client Engagement Model

> Purpose > Plan > Protect
Whatever challenges come your way, we strive to offer you confidence and certainty in our people, our processes, and our commitment.

* Financial plan recommendation can be implemented with the advisor of your choosing. Implementation of specific products and services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
Stay on Top of Your Finances

Comprehensive Financial Planning

Creativity looks at old ideas in new ways and turns imagination into action. In wealth management creative thinking is both an art and a science. When done properly it can help solve problems and open doorways to opportunities. We can offer ideas on how to use your resources to achieve your goals.
We are always ready

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