Iretiresmart.Com

Fortress Financial is a financial planning firm in Pocatello led by certified financial advisors Tim and Jodi Walker. Its work centers on retirement planning, including income planning, investment planning, tax strategies, and estate and legacy planning. The firm also offers insurance products such as life insurance, long-term care coverage, and Medicare supplemental insurance.

The process moves through three stages: discovery to set goals and values, a strategy review of gaps and opportunities, and implementation followed by regular plan reviews as circumstances change. A complimentary consultation can be requested by phone, email, or the online contact form. The firm serves clients in Pocatello and the surrounding area, and its advisors are fiduciaries.