Owens Financial Group Expands Fiscal Fortress™ Strategy Nationwide to Help Families with Retirement Planning

Owens Financial Group has made a significant announcement that will impact families nationwide looking to fortify their retirement strategy. The company’s proprietary planning and investment strategy, Fiscal Fortress™, will now be available to clients across the country.

With a successful year in 2023, Owens Financial Group President and Wealth Advisor Chris Owens expressed the need to expand their services to meet the growing demand for access to the Fiscal Fortress™ strategy. This expansion will provide families with a way to build a portfolio using ‘risk differentiation’ to ensure their lifestyle is not solely dependent on market fluctuations.

The Fiscal Fortress™ strategy incorporates proven techniques used by higher institutions for decades, simplified into easy-to-understand concepts that can be implemented immediately. Designed for individuals at or near retirement with at least $750,000 in investable assets, this strategy aims to guide families towards a confident and sustainable retirement.

For more information on the Fiscal Fortress™ strategy, interested individuals can visit www.fiscalfortress.com. Owens Financial Group, LLC offers insurance products and services through AE Wealth Management, LLC, a Registered Investment Advisor. It is important to note that investing involves risk, and any references to protection benefits or guarantees typically refer to fixed insurance products.

This move by Owens Financial Group brings greater access to families seeking another option to help fortify their retirement strategy, providing them with the tools and guidance needed to navigate the financial landscape with confidence.