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.

06/01/2026

June is Annuity Awareness Month! A reminder to take a closer look at your retirement income strategy.

With traditional pensions becoming far less common, creating reliable income in retirement is now largely your responsibility. For some people, annuities can be one piece of the puzzle by helping provide a steady stream of income backed by the strength of an insurance company.

No two retirement plans should look the same. Your goals, lifestyle, and future deserve a strategy built specifically for you. Let’s talk about what may make sense for your retirement income plan.

Contact the team at Fortegic today!
📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]

05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country.

Their sacrifice is the reason we have the freedoms we enjoy every day—something that should never be taken for granted.

Today, we remember. We honor. And we are grateful. 🇺🇸

05/10/2026

Happy Mother’s Day to the women who show up, give endlessly, and love without limits. 💐

To the moms, stepmoms, grandmas and mother figures, thank you for the comfort, the strength, the laughs, and the little moments that mean everything.

Today is all about you. We hope you feel appreciated, celebrated, and surrounded by love.

💛

05/08/2026

A new month always brings a fresh perspective. 🌿

May is a great reminder that you don’t have to do everything at once. But you can take one step forward today.

What’s one thing you’ve been meaning to take care of that your future self would thank you for?

04/05/2026

Wishing you a Happy Easter filled with peace, renewal, and time well spent with loved ones. 🌸🐣

—The Fortegic Team

03/20/2026

Tax season doesn’t have to be stressful! 🗂️

Fortegic has partnered with Sturgeon and Associates to offer comprehensive tax services right here with us. Whether it’s business filings, planning strategies, or ensuring you maximize deductions, our team is ready to guide you every step of the way.

Don’t wait - the filing deadline is April 15th! Stay organized, stay compliant, and gain peace of mind this tax season. 💼

03/10/2026

Your legacy matters and planning ahead can make all the difference. 🏛️

Greg Henry and JT Miller are now helping clients with trust and estate planning to ensure your wishes are honored and your loved ones are protected.
Avoid probate, simplify the process, and gain peace of mind knowing your future is secure. 💼✨

Schedule your estate planning today following the link below.
https://calendly.com/d/cvj2-m2q-x25/estate-planning-consultation?month=2026-03

02/14/2026

❤️ This Valentine’s Day, Love What Matters Most ❤️

Flowers fade. Chocolate disappears.
But a thoughtful financial plan? That lasts.

Loving your financial life means protecting the people and goals that matter most—today and in the future. Peace of mind is one of the greatest gifts you can give.

Happy Valentine’s Day from all of us at Fortegic.
🧡 Let’s take care of what you love.

02/09/2026

🚩 Red Flags You Shouldn’t Ignore 🚩

Some red flags aren’t about relationships—they’re about your financial plan.

If your plan hasn’t been reviewed in a while, a few small gaps can turn into bigger issues over time.

Let us help fix that.
https://linktr.ee/fortegic_cincy

02/04/2026

We’re proud to celebrate one of our own! 🎉

JT Miller has been recognized as Ameritas Wealth Advisors 2025 New Associate of the Year! A well-deserved honor that speaks to hard work, integrity, and impact. Congratulations on this incredible achievement! 👏

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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