Fortegic
For Family. For Business. For You. Wholistic Financial Planning for everyone in all stages of life.
06/18/2026
Congratulations to Phil Poggi and JT Miller on an outstanding 2025! 👏
Their dedication to serving clients, commitment to excellence, and passion for helping individuals and families work toward their financial goals continue to make a lasting impact.
We're proud to celebrate this achievement and grateful to have them as part of the Fortegic team. Here's to a successful year and the many lives they've helped along the way!
06/15/2026
We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams.
Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?
If you need a second look or a mid-year review, we’re here to help.
Contact us!
📞 : 513-794-1095
🌐 : www.fortegic.com
📨 : [email protected]
06/07/2026
Help us wish a very Happy Birthday to Kristina! 🎉🥳
Today we’re celebrating the person who keeps everything running behind the scenes with dedication, organization, and heart. Your hard work, passion, and dedication never go unnoticed, and we’re so grateful for everything you do.
We hope your day is filled with lots of love, laughter, and celebration—you deserve it! 💛
06/04/2026
June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:
🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Martha’s Vineyard, Massachusetts – This picturesque vacation island made a dreamy early summer getaway
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.
Check out the rest of the list here:
https://globalgrasshopper.com/destinations/north-america/20-best-places-to-visit-in-june-in-the-usa/
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Telephone
Website
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 |