What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Fortegic

For Family. For Business. For You. Wholistic Financial Planning for everyone in all stages of life.

At Fortegic, our mission is to make sure that we have prepared and educated our clients so they can make informed decisions regarding their financial well-being. We focus on the client relationship to be intentional and creative in our planning. Our professionals are skilled in many different areas of the financial industry and work together to create the most appropriate strategy to meet each and

every client’s needs, wants and goals for their future. We protect what is most important to you through careful planning and unique strategies. We are a Cincinnati-based independent financial firm that brings a team approach with financial planning services that prioritize your wants and needs. Our agency roots date back to 1927, working closely with Ohio National Financial Services. Current president and General Agent, Joe Clark, took over the agency in 2009 and shifted focus to a wholistic, independent firm model. Whether you are starting out or ready to retire, we can customize a financial strategy to help protect what you have built or lay the foundation for your financial future.

09/04/2026

📢 A Quick Holiday Reminder from Fortegic

Our Fortegic office will be closed Monday, September 7th in observance of Labor Day.

If you have any questions or reach out to us over the weekend, don’t worry, we’ll be back in the office Tuesday and will respond to your message or follow up with you then.

We hope you have a safe and enjoyable Labor Day weekend! 🇺🇸

09/02/2026

What if retirement didn't have to be all-or-nothing? 🤔

A growing number of people are considering “mini retirements”. Extended breaks from work to travel, recharge, spend time with family, or pursue personal goals before officially leaving the workforce.

It sounds appealing, but stepping away from work can affect more than your paycheck. Your savings, retirement contributions, benefits, and long-term retirement timeline may all be impacted.

The question isn't just “Can I afford a break?” It's “How does taking time now fit into the bigger picture?”

If a mini retirement is something you're considering, let's talk about how it could fit into your financial plan.

📖 Read the full article from Fidelity: Mini Retirements: Worth It, or Career Killer?
https://www.fidelity.com/learning-center/personal-finance/mini-retirement

08/31/2026

📜 Estate planning isn’t just about what happens to your assets. It’s about protecting the people and priorities that matter most.

Creating an estate plan can help ensure your wishes are carried out and provide clarity for your loved ones. But knowing where to start can feel overwhelming.

A great first step? Understanding the basics:
✅ Work with a trusted estate planning professional
✅ Take inventory of your assets and debts
✅ Choose the right people to help carry out your wishes
✅ Put important legal documents in place
✅ Keep your plan organized and up to date

📝 WTOP recently shared “6 steps to tackle estate planning basics” to help you get started. Read the full article here:
https://wtop.com/lifestyle/2026/07/how-to-tackle-estate-planning-basics-in-6-steps/

Your estate plan should be as unique as your life. If you need help coordinating your financial and legacy planning, the Greg Henry and JT Miller from our Fortegic team is here to help.

08/27/2026

Building a legacy involves creating a strategy that helps protect your wealth and support your loved ones. For those with complex financial situations, tax-efficient planning can play an important role in preservation for future generations.

Every legacy plan is unique, so contact our team to learn how we can help align your plan with your long-term goals.

https://www.kiplinger.com/retirement/estate-planning/tax-efficient-legacy-building-strategies

08/24/2026

Retirement is a new chapter, not the end of your story! Leaving the workforce can bring flexibility, but it can also leave many wondering: What comes next?

Finding your purpose in retirement doesn't have to mean pursuing something big or life changing. It can be found through hobbies, relationships, or simply discovering what brings you joy and fulfillment.

Let's make sure your financial plan reflects whatever you decide.
https://www.aol.com/articles/finding-purpose-retirement-hard-think-173623000.html

08/21/2026

🎒📚 Back to school with Fortegic!

A new school year means new teachers, new classrooms, new adventures, and plenty of proud parents! ❤️

We’re celebrating the Fortegic team’s kids, from youngest to oldest, as they head back to school! From kindergarten, all the way up to teaching a classroom of their own, we’re cheering them on every step of the way! ❤️

📸 Drop your first-day-of-school photos in the comments and let’s fill our feed with those smiling faces!

Wishing all the students, parents, teachers, and school staff in our community an amazing school year! ✏️🍎

08/17/2026

📍 Where you retire could have a bigger impact on your finances than you think.

Dreaming of retiring by the beach? Or maybe closer to the mountains? 🌴⛰️ Before you pack your bags, it's important to understand how your location can affect the amount you'll need to save for retirement.

Housing costs, taxes, healthcare, and the overall cost of living can vary dramatically from state to state, making some places much more affordable than others.

💡 Investopedia recently shared a state-by-state breakdown of how much the average couple may need to retire comfortably. It's an eye-opening look at how geography can shape your retirement plan.

📖 Read the article here: https://www.investopedia.com/how-much-a-typical-couple-needs-to-retire-in-every-state-and-the-size-of-the-nest-egg-required-12009693

If relocating is part of your retirement dream, let's make sure your financial strategy is built to support it. Contact our Fortegic team today to start planning for the retirement lifestyle you envision.

08/14/2026

💰 Happy Financial Awareness Day!

Financial awareness isn't about having all the answers. It's about taking the next step toward your goals.

Whether you're saving for retirement, planning for your family's future, reducing debt, or simply looking to make smarter financial decisions, every plan starts with a conversation.

Today is a great reminder to ask yourself:
✔️ Am I on track for retirement?
✔️ Do I have a plan to protect my family?
✔️ Are my investments aligned with my goals?
✔️ When was the last time I reviewed my financial plan?

No matter where you are on your financial journey, we're here to help you create a strategy designed around your unique goals.

📅 This Financial Awareness Day, invest in your future—starting today.
📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

Address

8460 Duke Boulevard Ste 101
Mason, OH
45040

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+15137941095

Website

http://www.fortegic.com/

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