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.

07/16/2026

🎄 Christmas in July deals are everywhere... but is that purchase part of your plan? 💳☀️

Whether you're booking a summer vacation, upgrading your home, or taking advantage of a great sale, enjoying your money is part of life. The key is making sure today's spending doesn't derail tomorrow's goals.

A strong financial plan gives you the confidence to spend with purpose, not guilt.
https://www.kiplinger.com/retirement/happy-retirement/splurge-in-retirement-but-ask-yourself-these-questions-first

If you'd like to make sure your spending and long-term retirement goals are working together, Fortegic is here to help. Reach out to our team and let's build a strategy that gives you confidence in every season.

📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

07/13/2026

With travel costs continuing to rise, more families are choosing staycations as a fun and budget-friendly way to enjoy the summer. Exploring local attractions, trying new restaurants, or simply taking time to relax close to home can create just as many great memories—without the high price tag.

Whether you're planning a getaway, a staycation, or saving for your next big goal, having a financial plan can help you enjoy today while preparing for tomorrow. If you'd like to review your budget and make sure it aligns with your financial goals, Read along with the article below to help with some great ideas for your families next "staycation"!

https://thethriftyfamily.com/staycation-ideas-for-families-that-save-money-and-keep-kids-busy/

07/08/2026

July is Good Care Month, a reminder that caring for the people you love starts with planning ahead.

One important conversation to have? Long-term care planning. The average cost of a shared room in a nursing facility is around $9,000 per month, and without a plan, those expenses can place a significant financial burden on you and your family.

The good news is that today's planning options are more flexible than ever. Many strategies can help cover not only nursing home care but also in-home assistance with daily living, allowing you to protect your retirement savings while preparing for the unexpected.

If long-term care planning has been on your mind, we're here to help you explore your options and build a plan that fits your goals.

Contact us to get started today.
📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

07/04/2026

Stars, stripes, and summer nights. 🇺🇸✨

Today we celebrate freedom, the moments that bring us together, and the traditions that make this day special—whether it’s fireworks, cookouts, or time with the people who matter most.

Wishing you a safe and memorable Fourth of July!

06/28/2026

It’s National Insurance Awareness Day and you may want to take a fresh look at your coverage!

Life changes. Marriages, children, new homes, retirement, and everything in between. Making sure your insurance aligns with your current goals can help protect the people and assets that matter most.

A quick review today could help prevent surprises tomorrow. If it's been a while, let's start the conversation.

📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

06/24/2026

☀️ Summer is officially here.

Long weekends, family vacations, backyard cookouts, late sunsets, summer has a way of reminding us what matters most.

At Fortegic, we believe protecting your future means making more time for moments like these.

Wishing you a summer filled with memories worth holding onto.

📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

06/21/2026

Happy Father’s Day to the men who lead by example, often in the quiet, everyday moments.

The early mornings, the long days, the steady guidance, and the constant support don’t go unnoticed. The impact you make shows up in ways that last a lifetime.

Today, we celebrate the dads and father figures who show what it means to be dependable, present, and strong.

06/18/2026

Congratulations to Phil Poggi and JT Miller on an outstanding 2025! 👏

Their dedication to serving clients, commitment to excellence, and passion for helping individuals and families work toward their financial goals continue to make a lasting impact.

We're proud to celebrate this achievement and grateful to have them as part of the Fortegic team. Here's to a successful year and the many lives they've helped along the way!

06/15/2026

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams.

Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?

If you need a second look or a mid-year review, we’re here to help.

Contact us!
📞 : 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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