Nathan Fort, CASL®, RICP®, founder and President of Arbor Mutual Wealth Management, is a nationally recognized expert on retirement planning. He has spoken at many financial conferences in the United States and regularly visits with U.S. Congressional representatives to provide insight on the effects of current and proposed legislation on the lives of Texas retirees. Nathan also serves on the advisory board of one of the country’s largest independent financial organizations, and offers his time to train and mentor other advisors in Texas and around the country. As an independent advisor, Nathan is rigorously committed to representing only the major insurance and financial companies that meet his uncompromisingly high standards. Nathan has been recognized and awarded for his commitment to honesty, transparency and excellence in dealing with his clients.
He holds the Chartered Advisor for Senior Living® (CASL®) designation, which truly is a mark of excellence. Other designations provide a strong foundation for a broad range of financial planning concepts, but only the CASL® designation delivers the rigor and specialized knowledge a planner needs to be truly effective in retirement planning.
As a Retirement Income Certified Professional® (RICP®), Nathan is also adept in the new and evolving retirement income planning field. For over twelve years, he has guided Texans in securing their retirement goals using his specialized training to offer his clients practical, comprehensive, and current retirement planning strategies.
Nathan firmly believes a relationship of trust is essential to effectively care for his client’s needs. He is committed to providing clear and precise information and maintaining the utmost professional rapport with every Arbor Mutual Wealth Management client.
Outside the office, Nathan and his wife Lindsay are dedicated to raising their 5 children and are very active serving their church and community. They enjoy traveling, scuba diving and entertaining their family and friends at their home in the Texas hill country. Nathan is also an avid soccer player.