Services
Everyone can benefit from the services of a financial planner. Financial Planners have a broad knowledge of area such as tax planning, investments, and estate law. Working with a financial planner will help you avoid expensive financial mistakes that could seriously damage your financial health. Financial planning provides direction and meaning to your financial decisions.
Comprehensive Financial Plans Our financial plan includes a detailed review of your personal and financial goals, a cash flow analysis, tax planning, education planning, retirement planning, insurance analysis, estate planning, and an investment/savings evaluation. We provide you with a written financial plan, financial recommendations, and a personal asset allocation profile.
Insurance
Ensure your loved ones are taken care of.. Do you have enough coverage?.. mortgage, income, college...
Life Insurance
Disability Insurance
Long Term Care Insurance
Annuities - guaranteed returns - income for life
Medicare Supplement Insurance
We'll get you great quotes! Over 20 carriers to which compare.
GET A QUICK INSURANCE QUOTE NOW! (click here)
Small Business Benefits
Business Group Plans - Group Medical, Life, & Disability
Retirement Plans
We can coordinate all the benefits for your business.
Asset Management We invest in equities (stocks, bonds, etc.) for our clients, utilizing a low cost custodians. We research and monitor the financial markets, then adjust your portfolio to maximize available opportunities. Our system affords our clients professional money management and a diversified investment portfolio at low costs. Our asset management services simplify your financial life and help you achieve your financial goals. This ultimately leaves you more time to focus on the things in life that are more important to you.
Debt & Expense Analysis Set a budget and pay yourself first! Consolidate high interest debt... start Saving Today!
Financial Consulting A life-changing event; new home, new baby, inheritance, retiring, new to investing... Fortune Financial is here to assist you.
Financial Planning
Retirement Planning You set the date and goals, we give you the strategy . During the retirement planning process, we compile a detailed analysis of your current resources and match those resources against current needs and projected retirement needs. During retirement, we help you deploy your resources to ensure a successful retirement. 401k / 403b Rollovers, IRA, Roth IRA, Annuitites, Business Retirement Plans (401k, Simple IRA, SEP-IRA)
College Planning We'll review different college savings options to find you the strategy that best fits your situation. We walk you through the common questions; How much will college cost? How will I pay for it? 529 Savings Plans / Coverdell ESA (Education IRA)
Estate Planning Many times, the more wealth a family has accumulated the more complex their financial situation becomes. For those clients who have been financially successful and wish to protect their family assets from significant estate taxes, we recommend various estate strategies available to you. We recommend estate planning tools such as irrevocable trusts, bypass trusts, revocable living trusts, personal residence trusts and family limited partnerships. Clients utilize these vehicles to maximize their estate tax exclusions and to pass more family wealth onto their designated beneficiaries. We can also assist you with your will.
