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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Fortress Financial Group

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Rochester, MN
Fortress Financial Group

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Empowering you to retire with confidence. We provide 100% fee-only, fiduciary wealth management focused on your goals.

Serving southeast MN & the Scottsdale, AZ area. Fortress Financial Group, LLC, is a registered investment adviser. Fortress Financial is a full service investment firm specializing in helping clients build wealth and freedom so that they can make the best choices for their own financial future. At Fortress Financial our mission is to develop a long-lasting relationship where we understand what is truly important to you and your future. We will help you make well-informed financial decisions while educating you on how to work towards achieving your ideal lifestyle.

10/09/2026

What happens when a financial advisor isn’t allowed to say “it depends”?

In Episode 69 of Retire and Thrive, Kamie puts Dan to the test with common retirement questions about travel, second homes, cash, Social Security, pensions, and when to retire.

Watch the full episode here:
https://youtu.be/cUtW5TJra5Q

10/05/2026

Is the cheapest insurance policy really the best option?

In Episode 5 of The Rochester Resource, Cody Schaefer sits down with Kevin Crews of Ansay & Associates to discuss common insurance misconceptions, when to review your coverage, and what individuals and business owners should consider as their needs change.

Watch the full episode here: https://youtu.be/kgiJwCE-kYo

10/02/2026

Some retirement decisions sound like obvious wins, but there is often more to consider.

In this episode of Retire and Thrive, Dan and Kamie break down six common retirement decisions, including retiring early, paying off the mortgage, moving for lower taxes, taking Social Security at 62, and downsizing.

Watch the full episode here:
https://youtu.be/3oJocafxeJI

09/30/2026

For physicians approaching retirement, the conversation goes beyond a portfolio balance.

In Episode 2 of the Physicians Wealth Series, Dan Langworthy, Cody Schaefer, and Aidan Ryan discuss retirement cash flow, spending, tax diversification, and the transition from saving to taking distributions.

Watch the full episode here:
https://youtu.be/ps81sTjGAt4

09/28/2026

A 64 still wasn’t enough.

In Episode 1 of Road to the PGA, Anders Larson shares what life is really like as a professional golfer, from the grind of mini-tour golf and preparing for Q-School to the mental pressure of competing for a PGA Tour opportunity.

He also tells the story of shooting seven-under, leading the clubhouse, and ultimately missing a PGA Tour start in a playoff.

Watch Episode 1 here:

Professional golfer Anders Larson is chasing his dream of earning P...

09/26/2026

This past week we held our third annual client golf event. Thank you to everyone who came out!

09/25/2026

One step closer.

Anders finishes the Q-School pre-qualifying stage at 5-under through three rounds and advances to First Stage in October.

A few more weeks of preparation, then it’s back to work.

Follow along as the journey continues. Fortress Financial Group is a proud sponsor of Anders Larson

09/21/2026

Not every headline deserves a reaction.

When markets move and the news gets loud, it can be easy to let fear, urgency, or a dramatic headline influence your financial decisions.

In this episode of Retire and Thrive, we look at why retirees should be careful about taking every headline at face value, and why context matters before making decisions about your retirement.

Watch the full episode: https://youtu.be/Ic1_vFWhTvA

09/15/2026

Retirement comes with plenty of uncertainty, but some of the fears people carry into it can lead to poor decisions.

In the latest episode of Retire and Thrive, Dan and Kamie head to the golf course to break down 3 common retirement lies, including fears about market downturns, retiring earlier than planned, and rising healthcare costs.

The bigger lesson: when retirement throws you a bad lie, having a plan can help you adjust instead of panic.

Watch the full episode here:

Can a market downturn, an unexpected early retirement, or rising he...

09/10/2026

🏡 Remodel or move? It’s a question a lot of homeowners eventually face.

In the latest episode of The Rochester Resource, Cody sits down with Stier Design Build to talk about what homeowners should consider before taking on a remodel, when renovating makes sense, and when it may be time to start looking for something new.

If a home project is on your radar, this conversation is worth watching.

▶️ Watch the full episode: https://youtu.be/Lz3e0W30uTA

Thinking about remodeling your home in Rochester, Minnesota? Before...

Address

1610 14th Street NW, Suite 300
Rochester, MN
55901

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+15075291400

Website

http://www.fortressfg.net/

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