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Tom's bio
Tom's bio
As owner and Lead Advisor of Fortress Financial, I work with individuals and small business owners, helping them achieve both short and long-term financial goals. Holding several licenses and insurance appointments, I've worked with thousands of clients over the past 15 years across the country. I specialize in retirement planning and finding appropriate solutions with the objective of achieving financial peace-of-mind. I pride myself on maintaining a strong professional relationship with each client, guiding them on their financial journey. I believe with the right amount of preparation, time, and investment, every person can achieve financial security.

Specialties: Create financial strategies to achieve financial success and secure your retirement.
These strategies encompass investments, retirement plans, rollovers, estate planning, life insurance, and long-term care insurance.

Financial Advisory Services, Wealth Management, Retirement Savings, Goal and Life Planning, Insurance Reviews, College Savings, 401k Rollovers, Wealth Creation and Portfolio Management.

What's on your "bucket list"? Do you have one? Let's put one together!

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Thomas Bucklin, Registered Principal offering securities through Cambridge Investment Research, Inc. A Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative offering advisory services through Capital Investment Advisors, Inc., a Registered Investment Advisor, Cambridge, Capital Investment Advisors, and Fortress Financial are separate and unrelated companies.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CO, FL, IL, IA, MI, MN, RI and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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