Fortress Financial Services LLC
Description
pulled from site's meta descriptionHerman Nainkin, is a CERTIFIED FINANCIAL PLANNER (S.Africa) licensee representing Fortress Financial Services LLC, and with United Planners Financial Services as Broker-Dealer & Investment Advisor. Fortress is an independent financial services firm specializing in helping individuals and families to clarify their financial goals and dreams and then to take concrete steps to achieve these. I draw on the strengths of both the insurance and investment arena to determine the most appropriate solutions - objectively. All Securities and Advisory Services offered through United Planners. Services offered include Survivorship planning, Asset Allocation and Investment planning, Retirement Accumulation & Retirement Distribution planning, Education & College funding, Estate planning, Disability planning. Products include Life Insurance eg Term Insurance, Universal Life (UL), Whole Life, Variable Universal Life (VUL), DI, Variable Annuities (VA), Fixed Annuities, Mutual Funds, Stocks, Municipal Bonds, High Yield Bonds, Treasury Bonds, IRA, ROTH IRA, Single (k), SIMPLE IRA, SEP IRA, rollovers, 529 College Education Plans, Traditional Brokerage Accounts, Money Market Funds, CD's and more...
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[[Category:is a CERTIFIED FINANCIAL PLANNER (S.Africa) licensee and founder of Fortress Financial Services LLC. Fortress is an independent financial planning corporation specializing in helping individuals and families to clarify their financial goals and dreams and then to and take concrete steps to achieve these. I draw on the strengths of both the insurance and investment arena to determine the most appropriate solutions - objectively. Services offered include Asset Allocation and Investment planning]]
- AboutUs AutoGen
- Herman Nainkin
- Retirement Accumulation & Retirement Distribution planning
- Education & College funding
- Estate planning and Disability planning. Products (if appropriate) include Life Insurance eg Term Insurance
- Universal Life (UL)
- Whole Life
- Variable Universal Life (VUL)
- DI
- Variable Annuities (VA)
- Fixed Annuities
- Mutual Funds
- Stocks
- Municipal Bonds
- High Yield Bonds
- Treasury Bonds
- IRA
- ROTH IRA
- Single (k)
- SIMPLE IRA
- SEP IRA
- rollovers
- 529 College Education Plans
- Traditional Brokerage Accounts
- Money Market Funds
- CD's and more...