Plans tailored to your goals.
Our core values are very simple and impeccably human. If our clients are not successful or happy – then we can’t be either.
Personal Wealth
Personal Wealth Management
You won’t find cookie cutter solutions here. As an independent wealth management firm, we don’t sell products for commissions. We believe, as a fee-only firm, we are better able to align our client’s goals with the solutions best suited to achieve their goals.
Our Wealth Management Services are based on proven, time-tested methodologies. We understand that your financial situation and goals are unique to you. At Fortune Financial, our focus is on identifying what’s important to you so we can create a plan tailored achieve your goals.
Our Services
Wealth Management
Comprehensive — personalized — financial planning
Investment planning and management, including market analysis, asset allocation and ongoing risk-reward reviews
Fee comparisons spelled out in plain terms
Retirement Planning
Retirement income analysis
Portfolio and asset allocation management
Longevity income needs analysis and distribution strategies
Rebalancing
Estate Planning
Asset preservation & protection
Wealth transfer and tax strategies
Charitable and legacy giving
Discretionary Goal Planning
Debt management and budget planning
College and higher education funding
Caring for aging parents
Travel and memorable vacations
Second or vacation home purchases
Home renovation projects
Gap Analysis
Life, disability, long-term care or other insurance needs assessment
Contact Fortune Financial
[contact-form-7 id=”7″]
