Owens Financial Group Expands Fiscal Fortress™ Investment Strategy Nationwide

Owens Financial Group announced its decision to make its proprietary Fiscal Fortress™ planning and investment strategy accessible to clients across the United States. This move aims to provide families with an additional method to strengthen their retirement planning and investment strategies. Chris Owens, the President, Founder, and Wealth Advisor of Owens Financial Group, underscored the expansion as a response to the strategy's success in 2023 and the growing demand for its nationwide availability.

The Fiscal Fortress™ strategy focuses on building a portfolio through 'risk differentiation,' particularly as clients approach retirement. It draws inspiration from tactics employed by larger institutions to withstand volatile financial conditions, breaking them down into understandable concepts for immediate application. This strategy is tailored for individuals at, near, or already in retirement, specifically those with $750,000 or more in investable assets, aiming to lead them towards a confident and sustainable retirement.