Randy Weaver (Founder / President)

Randy, Founder, and President of Fortress Financial is a renowned strategist and premier educator, who believes all existing personal and professional plans have room for significant improvement.

…20 years working with, working for and gleaning strategies and products from various advisory firms, financial firms, exclusive product companies, marketing firms, attorneys, tax, real estate, and mortgage professionals…20 years of training from local and national providers…7 different colleges and universities…client referrals ranging to/from Washington to Michigan, to Florida, to California.  He’s dangerous.  He knows things.  And, he’s willing to share!

Whether it be teaching at the local college, providing corporate in-house advising, on-site seminars, or private advising, he has a talent for unveiling better ways, alternatives, products, strategies, and education many will never find on their own…and he has the ability to relay that information in easy-to-understand terms.

[…401(k)s/TSPs/TSAs, “intelligent” mortgage moves, “retirement life” insurance, multi-generation strategies, debt elimination, macro-taxation, estate maximization, tax-free income, guaranteed products, guaranteed income for life, beneficial alternatives,  personal or business cash flow, corporate benefits, etc.]

What distinguishes Randy as industry-unique is his flexibility to bring it all together, to reorganize a hodgepodge of disjointed concepts and products into a combined-asset, synergistic strategy, transforming a person’s retirement shot in the dark into a more comprehensive, all-weather, financial tour de force.

Amid changing laws and growing confusion, now is the perfect time to challenge him to update your existing plans, to have him help you identify underutilized resources and inefficiently used dollars often lost unknowingly and unnecessarily on a regular basis, to fill in your existing financial gaps.  When that last elusive piece of your retirement pie is still missing and is nowhere to be found, Randy will educate you and elevate your understanding beyond the media-driven “talking heads”, to honest answers that solve your real-world problems.

If what you thought to be true turned out not to be true, how soon would you like to know?

Edward Small, Jr. (Enrolled Agent / Tax Planner)

“Ed”, Regional Vice President of Fortress Financial, as he puts it, “…went from retired to unemployed faster than you could say Dow Jones correction.”   

Following early retirement from a massive telecommunications company, where he was responsible for developing and managing annual budgets up to $500 Million, Ed found himself no longer in control of his financial destiny and, like so many others, was uncertain of the best direction for his retirement dollars, his family’s primary resource for income in the future.

Ed, though well-educated and intelligent, unfortunately, still had limited knowledge of how best to protect and maximize his retirement account, his family’s only nest egg for future income.  Trusting that a very large, very well-known company would be best, he transferred his entire retirement to a behemoth brokerage firm.  Needless to say, six months later, a large portion of his retirement account was gone.

Not willing to let down his wife, Ed had to find a solution for what had occurred.  Vowing to never let that happen to him or anyone he knows again, he acquired licenses in securities, insurance, real estate, and taxation (Enrolled Agent).

Nearly twenty (20) years later, after providing his talents to various investment firms, tax firms, and mega-brokerage firms, Ed is only willing to work with and has committed to extending his licensing to work with a single firm, one firm only…Fortress Financial.

If you ever wondered if anybody could really care for you and your particular situation, how about a man that would give up everything and move half-way across the country to become the primary caregiver for a family member suffering the ravages of leukemia?  Ed voluntarily did exactly that – twice.

What a blessing for us to be able to provide such an advocate for you!

Martha Weaver (TSP/Federal Government Consultant)

Martha, TSP/Federal Government Consultant for Fortress Financial…over forty-two (42) years in Federal Government Benefits and Human Resources.  What more can we say?  Experience and empathy are everything.  Martha has mentored and advised thousands of civilian and prior military Government workers over her tenure.

If you’re in need of information (Thrift Savings Plan [TSP], Federal Employees Group Life Insurance [term insurance], Federal Employees Retirement System [FERS] or Civil Service Retirement System [CSRS]) or general assistance regarding transition into retirement, strategic options or how best to maximize your benefits in a thorough, customized retirement plan, Martha is a great first step toward your success.  She is certainly the most experienced and dedicated Federal Government expert we know of in the financial services industry.