Fortress Financial, led by Jack D. Gibbs, Jr., CPA and Wealth Management Advisor, and Lebeau Potgieter, Wealth Management Advisor, is a small family-owned advisory firm dedicated to helping clients define what wealth means. They offer a broad range of services including retirement planning, brokerage, tax-efficient investing, employer retirement plan analysis, ROTH IRA conversion planning, insurance, college education planning, multi-generational planning, and comprehensive tax preparation. Their mission is to provide tax-advantaged planning and wealth management tailored to each client's unique needs and goals.
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