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.
- 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 income analysis
- Portfolio and asset allocation management
- Longevity income needs analysis and distribution strategies
- 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
- Life, disability, long-term care or other insurance needs assessment
And so much more! Contact us today to schedule your appointment.