service@fortiphi.com
1 (888) 255-9201
 

Total Lifetime cash flow optimization

Safe, predictable and plentiful cash flow strategies for Households

At Fortiphi we recognize each family household operates like a business. Like a business, every household has income and expenses, assets and liabilities, and wants to increase its ‘shareholders’ net worth.   To achieve and maintain financial success, smart companies pay special attention to strategies that optimize cash flow – the life blood of every business.  Companies that consistently optimize their cash flows are more likely to sustain success compared with those that do not.  Similarly, households also depend on a healthy circulation of cash flow to fund lifestyle and financial dreams.  No different than smart companies, families that continuously optimize their cash flows are more likely to be rewarded with rich lives.  Families that don’t optimize their cash flows are more likely to suffer from financial anxiety.

IF YOU WERE A BUSINESS WOULD YOU INVEST IN YOU?

Ultimately, most people’s goal is to have the option to choose one day to retire.  Most people fear running out of money in retirement or being forced to significantly reduce their lifestyle.  Alleviating these types of financial anxieties for our clients is Fortiphi’s mission.  Using a holistic, integrated, and coordinated economic based model process, Fortiphi teaches individuals and families – whatever their stage (early accumulation, late accumulation or in retirement) – how to optimize their lifetime cash flows.  We custom design our strategies to reduce risk and to increase retirement income.  Fortiphi’s strategies, by design, are intended to work in most economic circumstances, not just perfect conditions.  Our services incorporate unprecedented levels of education, transparency and integrity and as an independent registered investment advisory firm, we have the fiduciary responsibility to always put our clients’ best interests ahead of our own.

THERE ARE MANY FINANCIAL ADVISERS OUT THERE But Few Investment Strategists.
Fortiphi Redefines FINANCIAL Service and Success.

Fortiphi Has Economic Based Strategies For:

      • FINANCIAL CASH FLOW PLANNING (Optimize how to increase retirement income using economic based modeling solutions)
      • COLLEGE TUITION PLANNING (Optimize how to pay for college tuition using economic based modeling solutions)
      • INVESTMENTS (Diversified investment allocation solutions)
      • RETIREMENT PLAN SERVICES (401k and 403b education and enrollment solutions)
      • FAMILY SECURITY (Insurance solutions for Home, Auto, Umbrella, Disability, LTC, and Life)