Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas— Fortune Financial and Insurance can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts. We'll get back to you quickly with a thoughtful answer. Our services include certified financial planning, retirement income planning, both term and permanent life insurance, health insurance, long term care insurance, annuities, and various investment products and solutions.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A four-step framework for building a personal legacy.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Investors seeking world investments can choose between global and international funds. What's the difference?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Pundits say a lot of things about the markets. Let's see if you can keep up.