It is our privilege to welcome you to Fortune 360 Group
Fortune 360 Group was founded with a unique vision in mind to offer sophisticated expertise
in employee benefits, retirement plans, and wealth management services.
As an innovative advisory firm with over 100 years of collective experience we act as a sounding board, coach, and consultant and become partners with our clients and their businesses, enabling us to create unique programs outside that of the traditional model. Our all-inclusive, open-architecture approach allows the Fortune 360 Group to offer the personalized attention, customized strategies, and continuous guidance for individuals, mid, and large sized firms.
Our innovative approach, which is the 360º Advantage, inspires business professionals to ask themselves the hard questions that keep them up at night.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Five phases to changing unhealthy behaviors.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A look inside the U.S. government's statistics on household net worth.
Tips on insuring your teen driver.
Knowing the rules may help you decide when to start benefits.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.