Fortress Financial Group

Fortress Financial Group A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

🐰 Easter is here! 🐣From egg hunts to family gatherings, we hope your day is filled with happiness and new beginnings.Sha...
04/05/2026

🐰 Easter is here! 🐣
From egg hunts to family gatherings, we hope your day is filled with happiness and new beginnings.
Share a photo or tell us how you’re celebrating below! 🌸

🎭 April Fools’ Day = laughs, surprises, and maybe a little embarrassment 😂What’s the best April Fools’ joke you’ve ever ...
04/01/2026

🎭 April Fools’ Day = laughs, surprises, and maybe a little embarrassment 😂
What’s the best April Fools’ joke you’ve ever experienced?
Tell us your story below 👇

Someone here might have had their car moved to the old Hardee’s parking lot across the street and completely freaked out thinking it was stolen…
Any guesses whose car it was — and who moved it? 😅

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other f...
03/28/2026

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
03/25/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starti...
03/25/2026

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP

Do you know how much you earn each month? And how much you owe? This comparison is called your debt-to-income ratio and ...
03/20/2026

Do you know how much you earn each month? And how much you owe? This comparison is called your debt-to-income ratio and can help you understand how to improve your financial health. https://bit.ly/4ja5cNP

03/18/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
03/18/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, i...
03/17/2026

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:

1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals

https://bit.ly/4ja5cNP

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has t...
03/14/2026

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​An HSA may offer:​✅ Contributions that ...
03/11/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare fo...
03/09/2026

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare for periods of uncertainty, let’s connect.

Discover why hiring stalled in 2025 and get our forecast on what a labor market recovery could look like in 2026.

Address

Green Bay, WI

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 6pm
Friday 8:30am - 3:30pm

Telephone

+19204999400

Website

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Rick T. Holewinski, CFP®, CRPC® Financial Advisor CERTIFIED FINANCIAL PLANNER practitioner 27 Years of Experience MY APPROACH: You've worked hard and achieved a lot. When it comes to retirement, there will be a new set of financial questions you will need to answer. Financial planning can help with this phase by showing how to draw income from your investments, while still growing and protecting what you have. Making the most of what you’ve saved for your retirement and not outliving your assets requires smart, careful planning. You may need to address complex issues such as: Generating income from multiple sources Investing to stay ahead of inflation Managing market risks Planning that manages your tax liability This is a new set of challenges that represents a fundamental shift in priorities. Accumulating savings used to be the priority, but now the question is how to manage those savings so you can continue to spend throughout your retirement. To make better decisions, we recommend guidance from a dedicated advisor who knows you, your finances and your goals. With Ameriprise Financial, you have a personal advisor to help manage the complex financial decisions you face. Your advisor will provide an income plan for your retirement based on your unique, individual situation — and adjust your plan as your life changes. AREAS OF FOCUS: Wealth Preservation Strategies Small Business Retirement Plan Distribution Employee Stock Options Charitable Giving Retirement Planning Strategies Tax Planning Strategies Estate Planning Strategies Saving for Education WORKING TOGETHER: Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect: Professional help in clarifying your financial goals and priorities. If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives. Accurate information about our tailored solutions, including risks, benefits and costs. What to bring: A list of any questions you have regarding your current financial situation. Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention. A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals. Ameriprise Platinum Financial Services® Advisors Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.