Indianapolis, IN - April 30, 2025 - Fortress Capital Advisors, a leading wealth advisory firm, is bringing sophisticated, tax-saving financial strategies traditionally reserved for ultra-high-net-worth individuals to high-income retirees and business owners. Through proactive, compliant, and advanced planning, the firm empowers clients to minimize lifetime taxes, optimize wealth transfers, and secure financial stability.
Fortress Capital Advisors specializes in aligning business ownership with personal retirement planning through strategies such as Roth conversion timing, S-Corp elections, retirement plan design, Section 1202 stock planning, and the use of captive insurance companies. By deploying these fully compliant financial instruments, the firm guides clients in reducing their tax obligations, leveraging income-shifting opportunities, and protecting their assets more effectively.
“Most of our clients don’t realize how much control they could have over their tax bill – until we show them,” explained Steven Neeley, CFP®, Founder and Wealth Advisor at Fortress Capital Advisors. “You don’t have to be a billionaire to use the tax code strategically. But you do have to be proactive.”
The firm’s comprehensive planning process begins with detailed financial modeling and scenario analysis, allowing Fortress Capital Advisors to pinpoint specific opportunities tailored to each client’s financial circumstances. This approach also allows them to build a multi-year roadmap that integrates business, investment, retirement, and estate considerations into a unified strategy.
Neeley emphasizes that proactive tax planning is not just about saving money in the current year, but about creating long-term advantages that compound over decades. “We view taxes as a recurring liability that should be actively managed year after year, just like any other part of a client’s financial plan,” he said. “The earlier clients take strategic action, the more flexibility and savings they can typically realize.”
Instead of reactive, end-of-year tactics, Fortress Capital Advisors helps clients stay ahead of potential legislative changes, business transitions, and retirement milestones – enabling clients to make informed decisions that align not just with today’s tax environment, but with their broader lifetime financial goals.
To learn more about Fortress Capital Advisors and their services, please visit https://www.fortresscapadv.com/.
About Fortress Capital Advisors
Fortress Capital Advisors is a fee-only fiduciary firm specializing in retirement planning and advanced tax strategies. They help high-income individuals navigate retirement, volatile markets, and wealth-building opportunities with personalized, proactive guidance, empowering them to enjoy greater financial confidence throughout every stage of their retirement.
Disclaimer: This press release may contain forward-looking statements. Forward-looking statements describe future expectations, plans, results, or strategies (including product offerings, regulatory plans and business plans) and may change without notice. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements.
Media Contact
Company Name: Fortress Capital Advisors
Contact Person: Steven Neeley
Email: Send Email
Phone: (317) 210-3727
Country: United States
Website: https://www.fortresscapadv.com/