Fortress Capital Advisors Introduces Tax-Forward Retirement Strategies to Address Pre-Retirees’ Growing Concerns
Carmel, IN — April 4, 2025 — As pre-retirees and retirees face an increasingly complex financial landscape, Fortress Capital Advisors, a Carmel, Indiana-based fiduciary financial planning firm, is stepping up to provide solutions designed to meet today’s challenges. From rising healthcare costs to unpredictable tax changes and longer life expectancies, traditional retirement strategies are under more strain than ever. Fortress Capital Advisors addresses this reality by offering retirement income and tax strategies tailored to ensure financial clarity and control for those approaching or already enjoying retirement.
“Retirement today looks very different than it did even a decade ago,” said Steven Neeley, CFP®, Founder and Wealth Advisor at Fortress Capital Advisors. “Our goal is to provide clients with strategies that reflect today’s economic realities — equipping them to navigate volatility, preserve wealth, and retire with confidence.”
Navigating Complexity with Custom Strategies
Fortress Capital Advisors offers a suite of retirement planning services built to adapt to current conditions. The firm helps clients implement:
- Retirement income strategies aligned with individual spending needs, goals, and risk preferences.
- Tax-efficient withdrawal plans aimed at minimizing long-term tax liabilities.
- Scenario-based planning to prepare for market fluctuations, rising costs, and longevity risk.
- Legacy-focused guidance to help retirees make informed decisions regarding wealth transfer.
The firm’s planning process combines careful scenario analysis with transparent guidance, providing retirees with a roadmap that adapts to changing financial conditions.
Addressing Pre-Retirees’ Most Pressing Questions
As financial uncertainty grows, many near-retirees are asking:
- How will higher taxes impact my retirement?
- Can I ensure my assets last throughout my lifetime?
- What strategies reduce risks without sacrificing my goals?
Fortress Capital Advisors responds by integrating tax-efficient withdrawals, Roth conversions, and a retirement bucket strategy, enabling clients to better manage income timing and tax exposure.
About Fortress Capital Advisors
Founded by Steven Neeley, CFP®, Fortress Capital Advisors is a fiduciary financial advisor located in Carmel, Indiana. The firm specializes in retirement income strategies, tax-efficient planning, and investment management for pre-retirees and retirees. By combining personalized attention with evidence-based financial strategies, Fortress Capital Advisors helps clients achieve clarity and confidence in their retirement journey.
To learn more about tax-efficient retirement planning and discover how to navigate today’s shifting retirement landscape, visit www.FortressCapAdv.com.
Media Contact
Organization: Fortress Capital Advisors
Contact Person: Steven Neeley
Website: https://www.fortresscapadv.com/
Email: Send Email
Contact Number: +13172103727
Country: United States
Release Id: 04042526024