What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Fortegic

For Family. For Business. For You. Wholistic Financial Planning for everyone in all stages of life.

At Fortegic, our mission is to make sure that we have prepared and educated our clients so they can make informed decisions regarding their financial well-being. We focus on the client relationship to be intentional and creative in our planning. Our professionals are skilled in many different areas of the financial industry and work together to create the most appropriate strategy to meet each and

every client’s needs, wants and goals for their future. We protect what is most important to you through careful planning and unique strategies. We are a Cincinnati-based independent financial firm that brings a team approach with financial planning services that prioritize your wants and needs. Our agency roots date back to 1927, working closely with Ohio National Financial Services. Current president and General Agent, Joe Clark, took over the agency in 2009 and shifted focus to a wholistic, independent firm model. Whether you are starting out or ready to retire, we can customize a financial strategy to help protect what you have built or lay the foundation for your financial future.

06/21/2026

Happy Father’s Day to the men who lead by example, often in the quiet, everyday moments.

The early mornings, the long days, the steady guidance, and the constant support don’t go unnoticed. The impact you make shows up in ways that last a lifetime.

Today, we celebrate the dads and father figures who show what it means to be dependable, present, and strong.

06/18/2026

Congratulations to Phil Poggi and JT Miller on an outstanding 2025! 👏

Their dedication to serving clients, commitment to excellence, and passion for helping individuals and families work toward their financial goals continue to make a lasting impact.

We're proud to celebrate this achievement and grateful to have them as part of the Fortegic team. Here's to a successful year and the many lives they've helped along the way!

06/15/2026

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams.

Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?

If you need a second look or a mid-year review, we’re here to help.

Contact us!
📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

06/11/2026

The "trinket trend" is taking over. 🎁

From collectible squishys and keychains to the latest must-have gadgets, small purchases can be a fun way to treat yourself and bring a little joy to your day. But when those purchases become a habit, they can quietly impact your budget over time.

The good news? Enjoying the things you love and staying on track financially don't have to be mutually exclusive. The key is understanding how everyday spending fits into your overall financial picture.

If you're wondering whether your spending habits align with your long-term goals, we're here to help. Contact Fortegic to review your budget, financial plan, and retirement strategy so you can enjoy today while planning for tomorrow.

https://www.nerdwallet.com/finance/news/trinket-trend

📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

06/07/2026

Help us wish a very Happy Birthday to Kristina! 🎉🥳

Today we’re celebrating the person who keeps everything running behind the scenes with dedication, organization, and heart. Your hard work, passion, and dedication never go unnoticed, and we’re so grateful for everything you do.

We hope your day is filled with lots of love, laughter, and celebration—you deserve it! 💛

06/04/2026

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:
🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Martha’s Vineyard, Massachusetts – This picturesque vacation island made a dreamy early summer getaway
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.
Check out the rest of the list here:

https://globalgrasshopper.com/destinations/north-america/20-best-places-to-visit-in-june-in-the-usa/

06/01/2026

June is Annuity Awareness Month! A reminder to take a closer look at your retirement income strategy.

With traditional pensions becoming far less common, creating reliable income in retirement is now largely your responsibility. For some people, annuities can be one piece of the puzzle by helping provide a steady stream of income backed by the strength of an insurance company.

No two retirement plans should look the same. Your goals, lifestyle, and future deserve a strategy built specifically for you. Let’s talk about what may make sense for your retirement income plan.

Contact the team at Fortegic today!
📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country.

Their sacrifice is the reason we have the freedoms we enjoy every day—something that should never be taken for granted.

Today, we remember. We honor. And we are grateful. 🇺🇸

05/10/2026

Happy Mother’s Day to the women who show up, give endlessly, and love without limits. 💐

To the moms, stepmoms, grandmas and mother figures, thank you for the comfort, the strength, the laughs, and the little moments that mean everything.

Today is all about you. We hope you feel appreciated, celebrated, and surrounded by love.

💛

05/08/2026

A new month always brings a fresh perspective. 🌿

May is a great reminder that you don’t have to do everything at once. But you can take one step forward today.

What’s one thing you’ve been meaning to take care of that your future self would thank you for?

Address

8460 Duke Boulevard Ste 101
Mason, OH
45040

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+15137941095

Website

http://www.fortegic.com/

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