Fortiphi Financial LLC is a Seattle headquartered registered investment advisory (RIA) firm with a unique service. We coach individuals, families, and business owners on strategies to more easily attain and sustain the financial success they want in each phase of their lives with a conservative approach. We take less risks by integrating and coordinating all financial decisions in the areas of:
- income and expenses cash flow management
- insurance protection (auto, home, life, health, Medicare, etc.)
- college tuition planning (529, GET, etc.)
- qualified investment accounts (401k, 403b, IRA, Roth, etc.)
- savings accounts (balance yield and liquidity savings, checking, CD’s, money market accounts, etc.)
- stock and bond investment management
