Financial Services
With You from Residency to Retirement and Beyond
Full Financial Services Provided through The Fortis Agency
Our 5 Step Planning Process
Our Process at The Fortis Agency, LLC (Formerly West Capital Strategies, LLC) is simple for our clients to understand and put them in the position for optimal financial success. Watch our video below for a great overview of what to expect!
Disability Insurance
Protect Your Income
Life Insurance
Protect your Life
Group Benefits
Group DI, Life, Health and other Fringe Benefits
Wealth Management
Grow Your Money
Practice Planning
Plan so that you get your value out of your practice, or can buy into one.
Other Advice
Our team of attorneys, CPA's and other professionals help you navigate life and business
ARE YOU READY FOR YOUR COMPLIMENTARY DISABILITY QUOTE?
NO OBLIGATION. ALL OF YOUR INFORMATION IS CONFIDENTIAL