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

Fortegic

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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.

10/31/2026

🎃 Happy Halloween from Fortegic! 👻

We hope your day is filled with more treats than tricks and plenty of time with the people who make life sweet.

Have a safe, fun, and spooky Halloween! 🍬

10/28/2026

“How much do I need to have saved before I can retire?”

It’s one of the most common questions we hear, and there isn’t a one-size-fits-all answer.

Your retirement income may come from Social Security, 401(k)s, IRAs, investments, or other sources. The important question is how those pieces will work together to support the lifestyle you want.

The time to start planning for retirement income is now.

How much will you need? Let’s create a plan together.

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

10/26/2026

With October being National Financial Planning Month, it's a great reminder that successful retirement planning involves more than simply saving enough. It’s about understanding how all the pieces of your financial life work together.

Our team recently held a Taxes in Retirement seminar at Tony’s of Cincinnati, where Joe Clark shared strategies and considerations to help attendees think more intentionally about taxes in retirement. 📸

If you missed the seminar, you haven’t missed your opportunity to start the conversation.

Joe is available for complimentary Connect Meetings to discuss your individual retirement goals, questions, and planning considerations.

📞 Call us Fortegic at 513.794.1095 to schedule your complimentary meeting with Joe, or follow the link here:
https://calendly.com/fortegic/meetwithjoeclark?back=1&month=2026-10

10/23/2026

☀️ Dreaming of spending your retirement in two places?

Snow birding can sound like the perfect retirement lifestyle, but owning two homes means more than two sets of keys.

Before making the move, make sure your retirement plan accounts for the added costs of property taxes, insurance, utilities, maintenance, and everyday expenses at both homes.

A second home may fit beautifully into your retirement plans, but it’s important to run the numbers first.

Read more about the financial considerations of owning two homes in retirement:
https://247wallst.com/personal-finance/2026/09/05/every-retiree-dreams-of-snowbirding-almost-nobody-runs-the-math-on-two-homes/

10/21/2026

Your financial plan should start with you.

At Fortegic, we take a team approach to financial planning. But more importantly, we listen.

We take the time to understand your goals, priorities, and what matters most to you, then build a financial strategy around your life. Whether you’re just starting your career, preparing for retirement, or somewhere in between, we’re here to help you make informed decisions for your financial future.

📞 Have financial goals you want to talk through? Call us at 513.794.1095.

Learn more about Fortegic: fortegic.com/who-we-are

10/19/2026

It’s Estate Planning Awareness Week. 📋

Life changes and your estate plan should change with it. Take a moment to review your beneficiaries and make sure they’re up to date on your 401(k)s, IRAs, insurance policies, and estate documents.

Major life events like marriage, divorce, or the loss of a family member are important reasons to revisit your plan.

Your wishes deserve to be documented and your loved ones protected.

Interested in discussing tax-advantaged estate planning strategies? We can help.

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

10/16/2026

WHERE you retire matters more than ever🏙️

Your retirement plan isn’t just about how much you’ve saved, it’s also about where and how you plan to live.

A recent Fast Company article highlights a WalletHub ranking that compares more than 180 U.S. cities based on affordability, activities, quality of life, and healthcare.

Is your city on the list? And if it is, does it still fit the retirement lifestyle you envision?

📖 Read the full article from Fast Company:
https://www.fastcompany.com/91599956/where-you-retire-matters-more-than-ever-these-cities-just-ranked-the-best-in-america

10/15/2026

Medicare Open Enrollment starts today! 🩺

From October 15 through December 7, those already on Medicare have the opportunity to review their coverage and make changes for the 2027 benefit year.

Now is the time to take a closer look at your current plan and compare your options. During Open Enrollment, you may be able to switch to a different Medicare Advantage plan, return to Original Medicare, or make other changes to your coverage.

One important reminder: Medicare premiums are based on your income from two years prior, so your financial and tax planning can play a role in your Medicare costs.

Not sure where to begin? Greg Amend with us here at Fortegic can help you navigate the Medicare enrollment process and review your options.

📩 Reach out to schedule with Greg to get started.
📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

10/12/2026

💰 How much could healthcare cost you in retirement?

Fidelity’s latest estimate puts the average retirement healthcare cost at $185,500 for a person who retires at age 65.

That can include Medicare premiums, deductibles, copays, and other out-of-pocket expenses — but not long-term care.

Healthcare is a major piece of the retirement puzzle. Is it part of yours?

📞 Call us here at Fortegic at 513.794.1095 to talk through your retirement plan.

Read more from Fidelity: https://newsroom.fidelity.com/pressreleases/fidelity-investments--shares-25th-annual-retiree-health-care-cost-estimate--highlighting-the-importa/s/0dd560b4-98cb-492e-bdec-f7168f97aede

10/09/2026

Help us wish a very Happy Birthday to Becca! 🎉💛

Becca is a huge part of what keeps Fortegic engaging and connected. From connecting with our clients and building strong relationships, to creating and supporting our marketing efforts behind the scenes. Her creativity, dedication, and upbeat personality make an impact on our team and community every day.

Wishing you the best birthday and an amazing year ahead! 🥳

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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