Guard Your Retirement Goals
At First Fidelity Tax and Insurance, our three-step Family Fortress Plan (FFP) is designed to help you build a financial strategy that preserves and grows your wealth and gives you confidence that your future is secure.
We want to make a lasting connection and use our RISE Report to evaluate four essential areas: Retirement Planning, Income Planning, Smart Tax Strategies and Estate Planning.
We further analyze your situation and build a holistic strategy that addresses your needs, hopes and dreams.
We implement your Family Fortress Plan so you can live the life you’ve always envisioned.
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Will Your Money Last as Long as You Do?
This 8-page guide will help clarify why a retirement income analysis is important for your retirement.
- Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
- Read how much the average person spends on health care today. (You might be surprised at the number!)
- Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s future medical needs?
“We are taking somebody’s retirement, and we’re putting all the pieces of the puzzle together.”
-Robert Dorrestijn
Our Family Here to Serve Yours
Founders Rob and Heather Dorrestijn have been faithfully helping people pursue their financial goals since 2000. They created First Fidelity Tax and Insurance to help individuals and families face the future with confidence by providing comprehensive service offerings that include retirement planning, wealth management, tax-efficient strategies, estate planning, insurance, Medicare and more.
Arm Yourself With Information
We believe education is the key to shielding you from turmoil and confusion, no matter what’s going on in the world around us. We offer events covering a host of topics to help you make informed decisions about your finances and future.