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Fortress Financial Services LLC
Herman Nainkin, is a CERTIFIED FINANCIAL PLANNER (S.Africa) licensee representing Fortress Financial Services LLC with United Planners Financial Services as Broker-Dealer & Investment Advisor. Fortress is an independent financial planning corporation specializing in helping individuals and families to clarify their financial goals and dreams and then to and take concrete steps to achieve these. I draw on the strengths of both the insurance and investment arena to determine the most appropriate solutions - objectively. Services offered include Survivorship planning, Asset Allocation and Investment planning, Retirement Accumulation & Retirement Distribution planning, Education & College funding, Estate planning, Disability planning. Products include Life Insurance eg Term Insurance, Universal Life (UL), Whole Life, Variable Universal Life (VUL), DI, Variable Annuities (VA), Fixed Annuities, Mutual Funds, Stocks, Municipal Bonds, High Yield Bonds, Treasury Bonds, IRA, ROTH IRA, Single (k), SIMPLE IRA, SEP IRA, rollovers, 529 College Education Plans, Traditional Brokerage Accounts, Money Market Funds, CD's and more...
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