Broker Check

2999 Douglas Blvd., Suite #120, Roseville, CA 95661

916-781-8722
mfrederick@rr.firstallied.com
Client Login

Financial Planning To Fortify Your Life

Build and protect your wealth through every life stage and market development with customized financial plans and active investment management.

Get In Touch Today
Comprehensive Financial Planning Services

Comprehensive Financial Planning Services

Build, grow, and protect your wealth with services that are designed to work together in concert. From financial planning to portfolio management and income planning, we support you in every aspect of your finances to help fortify your life and wealth.

Foundational Guidance From A Solid Team

Foundational Guidance From A Solid Team

Fortified Financial Group is an independent financial planning firm based in Roseville, CA. We bring decades of experience, disciplined planning, and a personalized approach to help you navigate life’s financial shifts with clarity and purpose. From custom portfolios to tailored financial plans, our team is committed to helping you succeed through every season of life.


Customized Plans Built Through A Structured Process

Customized Plans Built Through A Structured Process

Our goal-oriented approach to financial planning is personal, practical, and built entirely around you. We take the time to understand your goals, values, and full financial picture. Then we craft a financial plan and portfolio that’s designed to evolve with you and help move you toward your goals.

Articles

Stay informed with timely insights on markets, retirement planning, and wealth strategies. Explore our library of expert-written articles tailored to your financial journey.

Explore Articles

Calculators

Put your goals into numbers. From retirement savings to loan payments, our easy-to-use calculators help you make confident, informed decisions.

Explore Calculators

Videos

Prefer to watch and learn? Check out our video library for quick tips, financial explainers, and insights from our team—anytime, anywhere.

Explore Videos

Who We Serve

Individuals & Families

Simplify your financial life with planning that aligns your wealth with your values and goals—so everything works together toward your vision.

Explore Group

Pre-retirees

Gain clarity and control as you prepare for retirement with personalized strategies built to reduce uncertainty and meet your timeline.

Explore Group

Retirees

Protect your lifestyle with steady income strategies and proactive planning that help you adapt to life’s changes and market shifts.

Explore Group

Business Owners

Coordinate your business and personal finances with guidance that connects the dots—from taxes to succession and everything between.

Explore Group

Let’s Build A Stronger Foundation And Future

Connect With Our Team

Whether you're preparing for retirement, planning for your family’s long-term stability, or simply seeking clarity, we can help you put all the pieces in place.


Build Your Financial Knowledge

Stay informed on the financial topics that interest you with fresh, curated resources from trusted sources. Explore insights on taxes, investing, retirement, wealth transfer, insurance, and more.

Retirement Savings Goals: How to Help Make Up for Lost Time

Retirement Savings Goals: How to Help Make Up for Lost Time

Discover practical tips and strategies for setting and refining your retirement savings goals as you near retirement.
Learn More
Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
Learn More
Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
Learn More

Financial Planning FAQs

Your questions answered about tailored wealth and portfolio strategies.

  • We’re an independent firm in Roseville, CA, combining decades of experience with a structured, personalized approach. Our disciplined planning helps you navigate life's financial shifts with clarity, purpose, and confidence.

  • We center our approach entirely around you—listening to understand your goals, values, and financial landscape, then assembling a tailored plan and portfolio that evolves with your life.

  • We begin by understanding your full financial picture. From there, we build a goal-driven plan and portfolio management strategy to support your evolving needs and goals through every stage of life.

  • We offer comprehensive services designed to work together: financial planning, portfolio management, and income planning—all customized to help you build, grow, and protect your wealth over time.

  • If you're preparing for retirement, aligning your personal and business finances, or seeking financial clarity and stability, partnering with a trusted advisor can provide the structure and support to help you succeed through every life season.

Get In Touch Today

For over 35 years, Fortified Financial Group has helped individuals and families build clarity and confidence through personalized planning and long-standing relationships. Whether you're in Roseville or across the country, we're here to support your goals with thoughtful, proactive guidance.

Thank you!
Oops!