Provider Directory

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All of our network providers have gone through our due diligence process including a criminal background investigation, license disciplinary history, and reputation check. While our background investigation is thorough and can give you peace of mind, it should not be taken as a guarantee of quality, reputation, or results you may see.

You Define Wellness is not insurance, nor a replacement for medical insurance.

Fortress Planning Group

Fortress Planning Group
Kevin Sandieson
2810 Crossroads Drive, Suite 4000
Madison, WI 53718
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ABOUT US:

Fortress Planning Group is an independent, fee-only, registered investment advisory firm who is dedicated to coaching clients toward a holistic view of wealth and family stewardship.

WHAT GIVES US JOY ABOUT THE WORK WE DO: For many, retirement may seem like a dream or a life event that happens in a galaxy far, far away! For me, retirement is about working together to develop a plan that will help you make those dreams become a reality, and for some, a reality that happens long before one ever imagined. Getting to work with people and help them organize, optimize and accelerate their financial plans is why I love what I do.
Licenses Regulated by State: CRD# 157900
Education: Masters of Business Administration, Kent State University, 2007; Bachelor of Science, Plastics Engineering Technology, Penn State University, 2001
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COMPLIMENTARY SERVICES: Free 15-min phone conversation for me to learn more about you and your financial situation so I can provide you guidance on how I may be able to help
SERVICES OFFERED: For the Employee Wellness Benefit Plan...
Qualified Retirement Plan Analysis and Investment Recommendation - Do you have an employer retirement plan such as a 401(k), 403(b) or TSP? If so, are you confident that your investment selections are in line with your retirement goals? If you are looking for help with evaluating your retirement plan, we offer as a service a full review of your employer's retirement plan. The service starts with a review and understanding of your tolerance to risk. Then a thorough review of your Summary Plan Description (SPD) and a review of each of the investments available to you within your plan will be completed. The outcome of this service will be a recommendation of how to best invest your hard earned savings in line with your risk tolerance. A summary of our findings from your SPD will also be provided. $220 + 1 YDW code; can apply to accrue sessions.
Comprehensive Financial Planning including investment management, retirement planning, cash flow management, insurance planning, income tax planning, estate planning, education/college planning and more. Discuss with provider to learn more.
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HEALTHY LIVING SAVINGS CARD - Discount offered: 30% discount on Qualified Retirement Plan Analysis and Investment Recommendation with Healthy Living Savings Card; not to be combined with any other discounts or special offers.
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We help / support clients with...: Financial freedom
Our training includes...: Financial/Money Coaching

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Listing Title: Fortress Planning Group