FORTRESS RETIREMENT STRATEGIES, INC.
OCALA, FLORIDA

FORTRESS RETIREMENT STRATEGIES, INC., OCALA

In late 2004, after over 14 years in the Money Management business, much of it as the sole money manager in my Registered Investment Advisory Firm, Broderick Wealth Management, Inc., I made the decision to convert my business from a primarily Money Management based firm, to a “Safe Money” oriented firm where contractual Guarantees became the cornerstone of my practice. If you’re not sure about the answer, call or email to set up a no-cost, no-obligation meeting. We would love to meet you, hear about your goals and needs in retirement, and show you how we may be able to help. Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented. In late 2004, after over 14 years in the Money Management business, much of it as the sole money manager in my Registered Investment Advisory Firm, Broderick Wealth Management, Inc., I made the decision to convert my business from a primarily Money Management based firm, to a “Safe Money” oriented firm where contractual Guarantees became the cornerstone of my practice. If you’re not sure about the answer, call or email to set up a no-cost, no-obligation meeting. We would love to meet you, hear about your goals and needs in retirement, and show you how we may be able to help. Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented. Over the past 40 years, Fran has built more than 20 successful companies, the largest reaching revenues of $142 million. After discovering firsthand the value of insurance-based retirement income strategies, Fran launched Tarkenton Financial in 2003 to help people create secure retirement income, protect assets from market volatility and feel more confident about their financial future. He partners with dedicated independent professionals who share his values of providing great service and education to clients. As an experienced independent financial professional, Michael shares Fran’s mission of helping clients create a more secure retirement. By teaming up with Fran and the Tarkenton Financial network, Michael has partnered not only with one of the world’s most esteemed athletes, but one of the world’s most trusted business leaders. Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

KEY FACTS ABOUT FORTRESS RETIREMENT STRATEGIES, INC.

Company name
FORTRESS RETIREMENT STRATEGIES, INC.
Status
Active
Filed Number
P12000016897
FEI Number
45-4640590
Date of Incorporation
February 20, 2012
Age - 13 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://fortressretirementstrategies.com
Phones
(352) 777-3577

FORTRESS RETIREMENT STRATEGIES, INC. NEAR ME

Principal Address
4325 SE 13TH STREET,
OCALA,
FL,
34471,
US

See Also

Officers and Directors

The FORTRESS RETIREMENT STRATEGIES, INC. managed by the one person from OCALA on following positions: President

Michael Broderick

Position
President Active
From
OCALA, 34471





Registered Agent is Michael Broderick

From
OCALA, 34471

Annual Reports

2023
April 17, 2023
2022
April 21, 2022