Education that reaches your employees where they’re at in their career.

Retirement is something that affects everyone. We view it comprehensively — just as we do life and markets themselves. We are experts you can trust with your future and that of your family and employees.

Does your retirement plan Advisor provide more services than just attending your enrollment meetings? Do you fully understand how much you and your employees are paying in total fees for your retirement plan? How does this compare to peer groups and industry norms? Has your retirement plan accomplished a participation rate greater than industry averages? Does your Advisor even provide Plan Statistics to you on at least an annual basis? How do you determine if your retirement plan is achieving its purpose?

At Fortune Financial, our focus encompasses all aspects of your retirement plan. It includes everything from the beginning – such as plan design, creating an Investment Policy Statement, to the types of investments allowed in the retirement plan. Our services also include determining the structure of the Investment Committee, assisting with the choice of investments within the retirement plan, avenues for shielding potential liabilities with 3(21) protection, and ongoing monitoring and updates to your retirement plan.

We structure education that reaches your employees at whatever stage of financial and investment understanding they are at in their career. Our emphasis is on providing your employees with effective education that enables them to make the best financial decisions in their lives.With Fortune Financial, we have increased employee participation and contribution levels substantially above the industry averages. As multiple studies have shown, employees who are financially healthy are more productive, have reduced absences due to stress-related illnesses, and are more engaged in their career. This leads to a more effective and valuable employee.
Whether you need expertise and leadership in creating a new retirement plan, have a retirement plan that receives no ongoing support from your existing Advisor, or you simply have no idea how your current retirement plan is faring against industry norms, contact Fortune Financial for professional guidance and answers.

our offerings

Plan analysis and design

Creating an Investment Policy Statement

Investment selection and ongoing monitoring

Fee analysis and comparisons

Financial education and workshops

Working with employees on a 1-on-1 basis to help them define and achieve their financial goals

Ongoing retirement plan statistics and reviews

Explanation of all retirement plan fees

Consulting on fee minimization

How to structure your retirement plan in advance of the company becoming public

And so much more! Contact us today to schedule your appointment.

Contact Fortune Financial

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