on Your Future

Shine a Light

Your Personal CFO

for Financial Planning

Every great CEO needs a great CFO. At Fortis Lux Financial, we understand the importance of financial planning in New York. We are here to simplify your life and help you achieve your financial goals as your personal CFO. With over a decade of experience, our team is committed to managing your financial trajectory and developing customized strategies that align with your needs and aspirations. Let us be your partner in navigating the world of finance.

Simplify Life with Comprehensive Financial Planning

We know that life can be complex, so our goal is to simplify it for you with our comprehensive financial planning services. Our hand-picked team brings all of your financial needs under one roof. Count on us for a holistic financial process covering every key area of your finances.

Financial Planning

Financial planning is a personal journey that charts your future objectives. We will assess your finances and develop strategies to help you reach your goals. Our team will work closely with you to create a comprehensive plan, considering your unique circumstances.

Explore More

Wealth Management

Our wealth management services are tailored to your financial aspirations and values. Our experienced team crafts a customized portfolio and investment strategies to align with your goals, ensuring you remain on track.

Explore More

Insurance Solutions

Choosing the appropriate insurance can be daunting, but we're hereto assist. We'll collaborate to tailor a plan offering protection at an affordable cost, ensuring you and your family's financial security against unforeseen challenges.

Explore More

Retirement Services

We perceive retirement as a chance to craft your dream lifestyle, occurring when you're prepared. Our personalized retirement planning, also assisting business owners with employee benefit plans to retain top-talents, is devoted to realizing your vision for your golden years. Allow us to facilitate the design of the retirement you deserve.

Explore More

Piecing Together Your Financial Puzzle

Purpose, Planning, and Protection

Understanding your needs is at the core of our approach. We consider countless variables in your short and long-term goals to help piece together your complete financial picture. This process involves six steps:

Step 1

Discovery Meeting

Understand your unique goals and objectives.

Step 2

Gather Data

Gather your data to develop your personal plan.

Step 3

Analyze & Develop Plan

Analyze your current situation and develop comprehensive solutions.

Step 4

Propose Strategies

Review your plan and discussre commended strategies.

Step 5


Effectuate solutions and review impact.

Step 6

Track Ongoing Progress

Monitor your plan and update periodically.

What's New

Our Latest Reads & Resources

Unlocking Employee Potential with Split Dollar Plans: A Strategic Approach for Small Business Success

Explore the strategic benefits of split-dollar life insurance plans for small businesses in our latest blog post. This article delves into how these plans can be a game-changer in attracting and retaining top talent. By offering life insurance benefits through a cost-effective loan arrangement, and businesses can enhance loyalty and ensure long-term commitment from key employees. Discover why split-dollar plans are essential for companies looking to stay competitive in today's dynamic talent market.

Read More

Breaking Boundaries: Why Every Business Owner Must Challenge Themselves with This Key Question

Breaking Boundaries: Discover the key question every business owner must ask themselves from a financial perspective. Explore how thinking big can lead to innovation, growth, and long-term financial success in today's competitive landscape.

Read More

Cracking Open Your 401(k) Nest Egg: Is Hardship Distribution the Answer?

Exploring hardship 401(k) distributions: Learn how they work, the potential tax implications, and alternative financial solutions before tapping into your retirement savings. Ensure your long-term financial security with informed decision-making.

Read More

Let Us Know
How We Can Help Today

Let's Connect