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.

Services include:

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

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