Fortress Financial Advisory Group is the home of the “Retirement Lifeguards”(sm).
Located in South Orange County, California, we are a group of passionate and dedicated financial professionals who specialize in . . .
– Mortgage Protection
– Social Security Maximization
– Income Planning
– and more!
Fortress Financial Advisory Group ~ So. OC Office
31103 Rancho Viejo Road, Suite D-121
San Juan Capistrano, CA 92675
AIM Associates ~ 501 N. Brookhurst St., # 216, Anaheim, CA. 92801
Gregg Lancer ~ p: 949-370-4477
Cameron Winger ~ p: 714-490-7700
Walt Lusk ~ p: 714-296-0500
Chris Nesbitt ~ p: 949-361-1184
Retirement Plan Rescue – Were you given wrong information?
Life Insurance 101 – There are 2 types of life insurance, which one do you have, and is it right for you?
Annuity 101 – Are you ready for an “income stream that you cannot outlive?” Not all annuities are created equally.
Social Security Maximization ~ How and when to apply to get the most out of this income source.
Mortgage Protection ~ New & improved plans provide payments while you’re still living!
“I’m putting away WAY more than I normally would with my 401(k), and I won’t be taxed when I take it back out. Outrageous! I thought it was too good to be true until I saw it on paper for myself.
Thank you Fortress Group!”
~ Jan, San Clemente, CA
SHORT & SWEET
Hi Gregg – Just a short note to thank you for the information you provided for me regarding my Social Security. It certainly helped me to make the right decision regarding my benefits. Additionally, the financial analysis you did for me has been an excellent tool for me moving forward.
Thank you so very much!
~ Gladys, Buena Park, CA
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