"My experience with Fortitude Wealth planners is a customized plan to meet my specific needs and goals. The team loves to look at the whole picture, not just the investment portion of financial planning. Vicki and Michelle offer so much more than just helping my investments grow. We also work on tax reduction strategies, estate planning. determining when to retire, start social security, Roth conversions, HSA's and CD's. They have also helped me with college planning for my family. Never had an advisor in the past that has been so well rounded and so delightful to work with. I feel valued as a client and have learned so much knowledge even though I came to them with more than average person's investment experience. I feel so blessed to this team as my financial advisors and will continue as a client without a doubt."
"We met Vicki and Michelle at a retirement seminar at the college and immediately knew they were well-informed experts. Our questions are always answered promptly, and investments are tailored to our personal interests for the long haul. I didn’t just get a financial planner with Fortitude. I made new friends!"
"Working with Vicki & Fortitude Wealth Planners has been a truly valuable experience for me and my family. What started as guidance through Michigan College Planning and FAFSA filing grew into a long-term relationship that has shaped how I approach my finances at every stage. From navigating student debt repayment after earning my professional degrees to building a clear plan for saving and investing, the support has been thoughtful, practical, and tailored to my goals.What stands out most is Vicki’s ability to break down complex financial decisions into smart, manageable steps—whether it’s prioritizing debt, planning for our future, or setting up opportunities for our children. I feel more confident and intentional about our financial path because of this partnership, and that peace of mind is invaluable."
"Vicki and Michelle at Fortitude Wealth Planners are both incredibly attentive and supportive. They genuinely want to guide me on the best financial plan so I can reach my goals, understand my options and set me up for success long-term."
"Now that Fortitude Wealth Planners is running the show I am as comfortable as ever that my money is well invested. Vicki and her entire team are very good at what they do. I can call and get support or answers whenever need be. Being this approachable is the quality I value most."
"I am very happy that I chose Vicki Beam with Fortitude as my Financial Planner. She has always looked out for my best interest and has a way about her that makes one feel comfortable… very caring and always professional. I might add her staff presents themselves in the same caring and professional manner…very pleased!"
"I am comfortable and pleased to be working with Fortitude Wealth Planners to manage my retirement money. What I enjoy the most is that they are down- to- earth people who can talk about real life and whom I can contact easily when necessary. They are very available, and they handle my money competently and responsibly."
"Fortitude Wealth Planners are more than just financial planners. They are down to earth people who love what they do. These folks exhibit current financial knowledge and expertise and apply their talents to educate and inform their clientele. They build trust by taking a personal and respectful interest in their clients and offering advice in a very straightforward yet effective manner. This approach helps their clients understand how to manage and understand a somewhat volatile financial environment. We feel extremely safe with the knowledge we obtain from all our interactions with Fortitude Wealth and highly recommend their services to friends and family."
"I am very satisfied with the expert advice and attention that I receive from all the advisors in your firm. Everyone listens well to my financial plans and needs. I feel that my financial plans for the future are well thought out and my investments are safe."
"Fortitude Wealth Planners are the best planners I have ever worked with. They are always eager to help without having to call several times and waiting for a response. They help with any problems I have had and given me a better understanding about different ways to invest and are able to make me understand things I don’t have a clue about. I feel very confident that I have picked the best company for my personal needs and I would and have recommended them to anyone interested in having peace of mind."
"We truly appreciate the extraordinary personal service Vicki and her staff provide. She takes the time to understand our goals, interests, and future plans, and consistently tailors her advice to fit our specific needs. Her thoughtful guidance, responsiveness, and genuine care give us great confidence in our financial decisions."
"Fortitude Wealth Planners is an amazing company run by amazing women. Vicki Beam and Dwiyana Edwards treat you like family the moment you meet them. When you walk through the door there is a welcome sign with your name on it and then greeted with their beautiful smiles. Financially I’m secure because of Vicki’s extensive knowledge and experience. Making wise investments and knowing exactly where your money should be. We meet every few months for a meeting to discuss whether or not any changes need be made. Vicki and Dwiyana also send emails with current events and about what’s happening on the financial front during these trying times.Fortitude is a perfect name for a strong team..thank you for your wisdom."
Comprehensive financial planning that integrates investments, retirement, insurance, tax strategies, and estate planning into one cohesive approach, helping you align your finances with your goals and long-term vision.
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Strategic retirement planning focused on building sustainable income, optimizing investments, and managing risk, helping you confidently transition into retirement while maintaining your lifestyle and long-term financial security.
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Strategic investment management focused on disciplined portfolio construction, diversification, and risk management, helping you grow and preserve wealth while staying aligned with your long-term financial goals and evolving market conditions.
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Effective insurance planning services designed to assess risks, optimize coverage, and protect your assets, ensuring financial security and peace of mind through tailored solutions that adapt to your evolving needs.
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Wills and estate planning services designed to protect your assets, clarify your wishes, and ensure efficient management of your estate while providing long-term security for your family and beneficiaries.
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Trust and wealth transfer services focused on structuring assets efficiently, minimizing taxes, and preserving your legacy, ensuring a smooth, controlled transition of wealth aligned with your long-term goals.
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College savings plan services designed to help families prepare for future education costs through tax-advantaged strategies, disciplined investing, and flexible planning aligned with long-term financial goals and timelines.
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Tax planning strategy services designed to minimize liabilities, optimize deductions, and improve financial efficiency through proactive planning, helping you keep more of your income while aligning with long-term goals.
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