Empowering Military, Reservists and Veterans to Achieve Financial Freedom
Plan today for tomorrow
Who is The FORTRESS for?
Active Duty, Reservists, & Veterans
(Incl. National Guard)
You serve and give everything. You learn to be a great soldier, but they don’t teach you how to manage civilian life.
Overcome Financial Dangers and Obstacles
Bankruptcy
High-interest rates
3rd of income for car
Repo
…and more.
34%
of active duty members cannot pay their bills on time, compared to 25% of civilians
Source: Center for Maritime Strategy
58%
of veterans carry debt month-to-month, nearly double the civilian rate of 34%
Source: Military.com
11%
of service members have debts in collection vs. 5% of civilians
Source: Center for Maritime Strategy
The transition from military to civilian life for veterans can be challenging, often with unexpected financial downsides.
What we know!
You need to be financially fit to excel in civilian life.
What your fellow active military and vets are saying about The Fortress.
“After 42 years in the Army, I’ve seen a lot of financial advice—but Charlie Epstein is different.”
“He breaks down complex strategies in a way that even my wife, who’s never been into finances, could get behind.
Charlie’s passion for helping veterans sets him apart.
If you’re a veteran or active-duty, he’s someone you can trust.”
Chief Warrant Officer 5 Patrick R. Nelligan
“For the first time in my life, of 30 years of marriage with Cyndy, we now are on the same mission together.”
“The military didn’t always give me a clear path on how to maximize my financial future, but when we met Charlie, he provided a method, a process, and a checklist I could get my head around.
He is a voice of calmness and expertise, the exact combination I needed to take the next step for financial freedom—not just for me, but for Cyndy.
In the military, we trust those who show us what they've done—not just with words, but deeds. Charlie’s commitment to veterans spoke volumes, and that trust and credibility was instant.”
Chief Warrant Officer 4 Court Marshall
“When a Special Forces Operator's Wife Says ‘I'm All In'”
I’ve been giving financial advice to my wife for years, but when she heard it from Charlie, she was all in.
As long as you have The Fortress, you’ll have security—no matter what happens in the market.
We’re super excited about the financial journey we’re going on with Charlie.”
Green Beret John Phelan
Attention Military, Reservists & Veterans
Build Your Financial Fortress & Take Command of Your Future
You trained to protect the country—now it’s time to protect your finances.
Get the Financial Fortress Freedom Toolkit—a FREE all-in-one financial mission kit designed to help you eliminate financial threats, secure your future, and achieve total financial freedom.
Your FREE all-in-on Financial Mission Kit includes:
15 Kill Cards – Identify and eliminate your biggest money pitfalls with a tactical, entertaining and engaging package designed for warriors like you.
Your Weekly Financial Fortress Video Series featuring fellow West Point grad & Army Ranger, Gary Klaben—helping you create a rock-solid plan for financial security.
Free Ticket to Charlie Epstein’s Yield of Dreams Show – Stop living for the weekend and make every day feel like the weekend and unlock financial strategies designed for you.
Access to Financial Freedom Ai Sentinel – Ask “Ai Charlie Epstein” Anything. Get all your questions answered about your current and future financial future, 24/7.
Mission Ready? Claim Your Free Financial Fortress Freedom Toolkit Here!
Benefits & Features of the Financial Fortress
A new Concept of Operations to the current military mindset
The evolution of investing. This is the ultimate force multiplier. Learn how to create a force multiplier with your finances.
*2 loan restriction, up to $50K / **Unlimited loans, no restrictions
This chart does not provide provide personal tax or financial advice. This information is intended to be used and must be used for information purposes only. It is very important to do your own analysis before making any investment or employing any financial strategy. Consult with your attorney and accountant.
We're here to help you 10x your money mindset and create greater financial freedom. Welcome to the Financial Force Multiplier.
Recap to Access The Military Mindset System
Follow the steps in the Fortress.
Step 1:
Sign up for the Financial Fortress Freedom Toolkit and review the Kill Cards to identify and eliminate your biggest money pitfalls.
Step 2:
Watch the Weekly Financial Fortress Video Series with West Point Graduate & Army Ranger, Gary Klaben and create a rock-solid plan for financial security.
Step 3:
Watch Charlie Epstein's Yield of Dreams Show and stop living for the weekend and make everyday feel like the weekend.
Step 4:
Get access to the Finacial Freedom Ai Sentinel and ask “Ai Charlie Epstein” anything about your current and finacial future, 24/7.
Step 5:
Book your One-on-One Force Multiplier Consultation & develop your step-by-step financial freedom plan.
Why we want to help you plan your Financial Fortress
You served. Now we serve you.