Owens Financial Group Rolls Out Fiscal Fortress™ Strategy Nationwide for Enhanced Retirement Planning
Chris Owens, President, Founder & Wealth Advisor, Owens Financial Group
KANSAS CITY, Mo., March 13, 2024 (VSNewsNetwork.com) - Owens Financial Group has officially expanded the availability of its proprietary Fiscal Fortress™ planning and investment strategy to clients across the United States. This strategic move aims to provide families with an additional option to strengthen their retirement planning and investment strategies.
Chris Owens, President and Wealth Advisor at Owens Financial Group, highlighted the success of the Fiscal Fortress™ strategy in 2023 as a key factor in the decision to offer these services on a national scale: "After a record 2023, we felt the time was right to expand our services to help families nationwide. Our team continues to grow in response to increased demand for access to the Fiscal Fortress™ strategy," Owens stated.
Owens further explained the philosophy behind the Fiscal Fortress™ strategy, emphasizing the importance of 'risk differentiation' in building a resilient portfolio: "When building your Fiscal Fortress™, the goal is to build a portfolio using what we call 'risk differentiation.' As we get closer to retirement, especially in retirement, making sure our lifestyle isn't dependent on what the market does and instead relying on variables with insulation from outside forces, is important," Owens elaborated.
According to the company, The Fiscal Fortress™ strategy draws on similar methods that have been utilized by higher institutions for decades to navigate financial challenges. Owens Financial Group has simplified these strategies into concepts that are easy to understand and implement, aiming to guide families towards a confident and sustainable retirement.
The service is tailored for individuals who are at, in, or near retirement, with at least $750,000 of investable assets. For more information, visit www.fiscalfortress.com.
Learn more about the Owens Financial Group at www.owens-financialgroup.com.
Source: Owens Financial Group via Newswire
