Why Semper Fortis Financial?

Here at Semper Fortis Financial, we know that choosing the right financial advisor is a very big decision. You’re entrusting your financial wellness and strength to someone and relying on them to help you achieve your short and long term goals and to protect the people who matter the most to you. To make a good decision, we think there are three important questions you should ask, so we asked them of our founder, Eric Bitetto.

Who do you work with?

“I started my financial career in New York City and then moved to Saratoga Springs, so most of my clients are spread out throughout the state of New York and surrounding areas. I work with a wide variety of clients, but my greatest expertise is with medical professionals, business owners, executives, union workers, and pre-retirees. My approach with each client is highly-customized to their needs and goals, so no matter who I’m working with, I’m going to take the time to get to know them and understand where they are, where they want to be, and what dreams, fears and concerns they have. Only then can I truly help them live their life to the fullest and get them on the right track to accomplish their goals.”

What do you specialize in?

“I provide holistic financial solutions to address the areas of risk management, wealth accumulation and management, retirement planning, estate planning, and business planning. The overall goal is guiding my clients to lifelong financial clarity, wellness, and strength from the moment we start working together. Depending on the client and their needs and goals, that could entail a variety of services such as 401k/IRA rollovers, investments, annuities, insurance, group benefits, and more. In addition to my individual services, I also provide financial education to groups and organizations.”

Why do you do what you do?

“I’ve always been someone who cares deeply about people and wants to help them. I actually started my career in the mental health industry working with people who were struggling in life, but somewhere along the way, I felt a calling to help people in a different way. I wanted to try to prevent problems and hardships, and decided to go into the financial industry and I absolutely love what I do. Financial wellness impacts every other area of your life, and I enjoy helping people have financial clarity and peace of mind so they can focus on their family, friends, career, and everything else that brings them joy.”

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June 04, 2020 @ 10:47 AM

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