Customized Financial Plans
That Are Easy To Follow

 At Fortress Builders Financial you’ll get a simple to follow plan and the coaching to keep you on track to accomplish your goals so that you can worry less and enjoy your life more today!

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Save Time

With Expert Advice

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Save Money

Learning strategies that work for you

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Regain Control

Look forward to your future

What Is The Cost Of Not Reaching Your Goals?

Trying to figure out your budget and plan for the future is an instant headache. How many times have you said “THIS TIME I’m gonna do it” only to have the plan end up in the trash can. With Fortress Builders Financial you will be guided through a simple to follow process to build a custom plan for your family that’s easy to accomplish. Giving you the confidence that you will achieve all your financial goals so you can worry less and enjoy your life more today.

 Ever Wondered...

There Must Be a Better Way?

Learn everything about money you were never taught in school HERE! In simple to understand language, Dan, walks you through Money Myths that hold you back from success, Building a budget that saves you hundreds of dollars a month while still having fun, investments, insurance, and so much more.

Reading this book will give you total confidence in your financial decisions.

Take Control Of Your Financial Future With A Plan That Fits Your Life So You Can Focus on What Matters Most.

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Talk With a Guide

We learn about your current financial situation, your goals and areas of concern. You get to know us as well.

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Build Your Custom Plan

With your guide, you build a clear picture of where you are, and where you want to go. Your guide builds your plan to fit your life, and take you there.​

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Be Guided Along the Way

With your guide, implement action steps from your plan. And you will worry less about money and enjoy life more.

 

What People Are Saying

  • Kathryn Snyder

    INDEPENDANT CONSULTANT

    Dan does a great job understanding where I am currently and where I want to go financially and ensures we have these discussions annually. He’s very patient, good at explaining his recommendations, and quick to respond to and complete requests. On top of this Dan is an utter delight to chat with as he’s always in an upbeat mood and excited to be delivering this valuable service!

  • Dan & Tori Delaney

    GOVERNMENT CONTRACTOR & TEACHER

    Dan Roose has coached us and effectively assisted us in achieving financial independence for our retirement as well as ensuring that our children will be able to start their lives debt free.

  • Leanne B. Crist

    LOAN MANAGER

    I cannot thank Dan Roose enough for the valuable information provided in the free Power of 3 webinar!  Although I have been in the world of finance and lending for my entire 35 year career, It was clear that the concepts and visuals presented are critical to my family’s fundamental financial wellness. I am now implementing ALL his strategies for my financial success.

How We Are Different!

 At Fortress Builders Financial we know that you want to be confident in your financial future.  To do that, you need a financial plan that works for your life. The problem is with so many companies just selling products, trying to put it all together can make you feel confused and overwhelmed.

We believe you deserve more than to be sold a product.  You deserve a custom designed, easy-to-understand, simple-to-follow financial plan that works for you.

We understand the financial pressures of life, which is why as financial guides, we have helped thousands of families get back on track.

Here's how it works:

  • First you talk with your guide by phone. 

  • Next you meet with your guide to build your plan. 

  • Then with your guide's help, you take action and implement your plan. 

It's that easy! From there we are always only a text or call away to offer guidance if needed.​

So, schedule a call with a guide.  Get clear direction, worry less about money, be more confident in your financial choices and direction, and enjoy life more.

In the meantime, start saving money NOW, by submitting your email in the form above.