Fortress Financial Planning

www.fortress.ie

At Fortress Financial Planning we are the first stop for individuals working as directors, partners and equity partners in professional practice firms within Ireland. We help our clients specifically in the areas of estate planning, personal taxation planning, as well as financial planning. As financial planners, our job is to give you answers your financial questions, so that you can make educated and informed decisions about your finances with your families future in mind. Our aim is to help you build, implement and maintain a financial plan, ensuring you and your family can live the lives you want with dignity and independence. We will take you through our unique process, which illustrates how Fortress Financial Planning can add value and help make your retirement a success. We will insist that you “Sleep On It” before making a decision. Understanding our process will also give you a benchmark by which to evaluate other firms you may be considering.

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At Fortress Financial Planning we are the first stop for individuals working as directors, partners and equity partners in professional practice firms within Ireland. We help our clients specifically in the areas of estate planning, personal taxation planning, as well as financial planning. As financial planners, our job is to give you answers your financial questions, so that you can make educated and informed decisions about your finances with your families future in mind. Our aim is to help you build, implement and maintain a financial plan, ensuring you and your family can live the lives you want with dignity and independence. We will take you through our unique process, which illustrates how Fortress Financial Planning can add value and help make your retirement a success. We will insist that you “Sleep On It” before making a decision. Understanding our process will also give you a benchmark by which to evaluate other firms you may be considering.

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1-10

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Founded

2018

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  • Vice President - New Business Development

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  • Founder and Managing Director

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  • Senior Administrative Manager

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  • Founding and Managing Member

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