Business Details
About
Insurance Agency
Fortress Wealth Management/Fortress Insurance Services provides home, auto, life, health, commercial, farm, and wealth management insurance policies and solutions in the Mount Pleasant, IA area.
Location
Fortress Wealth Management/Fortress Insurance Services
114 E Monroe Street, Mount Pleasant, IA
52641, United States
Hours
Reviews
4.9
25 reviews
5 stars
23
4 stars
2
3 stars0
2 stars0
1 star0
- CRCarol RitzDec 11, 20235.0Best group of people. They always have time to see or talk to you. They are very accommodating.
- RVRandy VeldboomSep 1, 20235.0Beyond his professionalism, Chad was so helpful addressing all our questions and concerns as we made decisions with regards to our Medicare supplement and drug coverage that best suited us. He took all the time necessary to educate us so that we could make informed decisions. Great job Chad!
- CJChris JayneJul 11, 20195.0Very friendly and informative. So glad I chose this for my supplement.
Frequently Asked Questions About Fortress Wealth Management/Fortress Insurance Services
What difference between the names of each on these deductibles flat split percent ductible?
The primary differences between flat, split, and percentage deductibles lie in how they are calculated and applied to your insurance policy. A flat deductible is a fixed amount, a split deductible involves different amounts for different types of claims, and a percentage deductible is based on a percentage of your home's insured value or the claim amount.
How much coverage is enough?
Determining adequate coverage involves considering the cost to repair or rebuild your home at current market rates. It's advisable to consult with an insurance professional to assess your specific needs and ensure you have sufficient protection for your property.
Based on cost to repair your home and today's market value, how much coverage do I need?
The appropriate coverage amount should be based on the current cost to repair or rebuild your home, rather than its market value. This approach ensures you have adequate funds to restore your property in case of damage or loss, regardless of real estate market fluctuations.
Will I be able to retire?
Retirement planning is a complex process that depends on various factors, including your current financial situation, future goals, and expected expenses. Our team can assist you in developing a comprehensive retirement strategy tailored to your individual circumstances.
Can you help with health and retirement needs to settle before age 65.
Our services extend to addressing your health and retirement planning needs well before you reach age 65. We offer personalized guidance to help you establish a solid foundation for your healthcare and financial security in retirement.
What types of insurance policies does Fortress Wealth Management/Fortress Insurance Services provide?
They provide home, auto, life, health, commercial, and farm insurance policies, along with wealth management solutions in the Mount Pleasant, IA area.
What are the business hours for Fortress Wealth Management/Fortress Insurance Services?
The agency is open Monday through Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays. They offer after hours and weekend appointments by appointment.
Where is Fortress Wealth Management/Fortress Insurance Services located?
They are located at 114 E Monroe Street, Suite 113, Mount Pleasant, IA 52641, USA.
How can I contact Fortress Wealth Management/Fortress Insurance Services?
You can contact them by phone at +1 319-246-3049 or via email at chad@thefortress.net.
Do they offer any support for retirement and health planning before age 65?
Yes, they provide personalized guidance for health and retirement planning needs before age 65 to help establish a solid foundation for your healthcare and financial security in retirement.
What are the differences between flat, split, and percentage deductibles?
A flat deductible is a fixed amount, a split deductible involves different amounts for different claim types, and a percentage deductible is based on a percentage of your home's insured value or claim amount.
Are there other insurance agencies near Fortress Wealth Management?
Yes, nearby insurance agencies include Nick Baker Agency, LLC American Family Insurance, and American Family Insurance - M. A. Hamilton Agency, Inc, which can provide alternative options or additional coverage advice.
What financial services are located near Fortress Wealth Management for comprehensive support?
Nearby, you can find Edward Jones - Financial Advisor: Whitney J Rogers and First Interstate Bank, which offer financial planning and banking services that complement the insurance and wealth management offerings.
What nearby places can I visit for dining options before or after my insurance consultation?
You might enjoy a meal at local restaurants near the agency such as Breadeaux Pizza, Main St. Pizza, and Dairy Queen for a quick bite or a casual dining experience.
Are there wellness or recreational facilities located near Fortress Wealth Management?
Yes, Wellness Connection offers massage and holistic therapies nearby, and The REC Center is a local gym and sports venue where you can stay active before or after your visit.