About Our Firm

Our foundation is built on excellent service and 25 years of in-depth market experience. Our focus is on companies with strong fundamentals and solid dividends. Through our strategy and choice of specific investments, we strive to help you address your retirement needs in an effort to work towards your financial goals.

Meet Robert

Robert Lee


Robert Lee






Thank you for your constant recommendations of friends, family, and co-workers. There is no better compliment than you sharing your success and our services with those searching for help.

His passions are faith, family, tennis, travel, and teaching God’s Word at City Life Church. He and Cheryl have six children and seven grandchildren.

It has been a privilege to serve work in the financial and investment world since 1995.

Meet Robert's family
Client Events


Meet Cheryl

Robert Lee


Cheryl Lee

Client Relations Manager


Office: 727-688-0448

Fax: 1-877-270-8037


Cheryl has a sweet heart for others. As Office Manager, her role is for every client’s experience to be a WOW when you come by our office, attend a client event or just talk with us on the phone. She is a chef, lover of Godly wisdom, and looking forward to serving your needs at Fortitude Financial Group.

Our Mission

For 25 years, we strive to provide exceptional service and listen to your needs. We are honored to find solutions for your family, business, investment and life insurance needs. We do so by incorporating growth and risk opportunities, utilizing principle and dependable, sustainable income for those enjoying retirement.

Our Mission for our Clients:

I.  Create and Grow Wealth
II.  Protect and Preserve Wealth
III.  Plan the distribution of wealth during life in the most tax efficient way
IV.  Plan the distribution of wealth at death in the more tax advantages way


When you prepare to retire remember…
You have ONE chance to get your Retirement Right.


Let’s do this together.


Your Money, Your Path!

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.


    To arrange an appointment
    call us today at 727-688-0448
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