Joshua D. Zorger, CFP®, is a SmartVestor Pro and investment advisor located in Carmel, Indiana who was selected by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments.
Fortitude Private Wealth is a fee-only registered investment advisor located in Carmel, Indiana serving clients in nine states. We have a fiduciary responsibility to provide advice that is in your best interest. We receive no commissions. We do not sell any products.
FPW has a fiduciary obligation to put the interest of our clients before our own.
FPW receives all fees and compensation directly from our clients.
FPW does not sell any products or receive any commissions.
WHO WE SERVE
CHALLENGES WE HELP RESOLVE
- What is the overall asset allocation or risk across all of my different accounts?
- What is the most cost effective, tax efficient investment strategy for me?
- I own a small business, but want to save more money. What is the most tax efficient way for me to save more of my income on a pre-tax basis?
- What is the most tax effective strategy for receiving income during retirement? Which accounts will I receive income from first and in what order?
- Should I consider converting a portion of my IRA to Roth IRA?
- When does my Required Minimum Distribution begin and how much will it be?
- What is the best strategy for maximizing my Social Security Benefit? When should I begin receiving Social Security?
- Is Long-Term Care Insurance something that I should consider purchasing? What is the most cost effective strategy for purchasing Long-Term Care Insurance? *Please note that FPW does not sell LTC Insurance or Life Insurance, but we do advise on the most cost-effective strategies.*