Take the next step toward your

IDEAL RETIREMENT

Create a financial strategy today to get you through tomorrow.

Our first priority is helping you meet your

FINANCIAL NEEDS

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances; we also understand the importance of priorities, family and confidence in your financial future.

Our experience is your secret weapon

PRODUCTS & SERVICES

We can offer you the following products and services:

RETIREMENT

A computer virus. Yeah, but John, if The Pirates of the Caribbean breaks down, the pirates don’t eat the tourists.

ANNUITIES

A computer virus. Yeah, but John, if The Pirates of the Caribbean breaks down, the pirates don’t eat the tourists.

LIFE INSURANCE

A computer virus. Yeah, but John, if The Pirates of the Caribbean breaks down, the pirates don’t eat the tourists.

Meet

FORTEM ADVISORS

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances; we also understand the importance of priorities, family and confidence in your financial future.

RICHARD P. BURCHILL CPA, CHSNC®

Co-Founder & Director of Advanced Planning

Richard Burchill is focused on guiding clients toward their ideal retirements by providing them with well-thought-out financial strategies. He’s experienced in building technically sound and numerically feasible retirement income plans for clients with their best interests at heart. Richard is an Investment Adviser Representative and holds life insurance licenses in several states.

ROBERT SHIGLEY, CLU, CHFC, RFC

Co-Founder & Director of Client Relations

Guided by formal professional training and more than 30 years of financial services experience, Robert Shigley specializes in designing wealth strategies to help clients achieve their financial dreams. He is experienced in business planning and personal financial and estate planning.

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STORIES & NEWS

Dummy Post Number Three

Do you have any idea how long it takes those cups to decompose. I gave it a cold? I gave it a virus. A computer virus. Checkmate... God help us, we're in the hands of engineers. Yes, Yes, without the oops! Yes, Yes, without the oops! God help us, we're in the hands of...

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Dummy Post Number Two

I was part of something special. Remind me to thank John for a lovely weekend. I gave it a cold? I gave it a virus. A computer virus. I was part of something special. Forget the fat lady! You're obsessed with the fat lady! Drive us out of here! You really think you...

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Dummy Post Number One

Must go faster. Jaguar shark! So tell me - does it really exist? Must go faster... go, go, go, go, go! Just my luck, no ice. They're using our own satellites against us. And the clock is ticking. Remind me to thank John for a lovely weekend. Life finds a way. I was...

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