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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Here are six flags that may make your tax return prime for an IRS audit.
What’s the deal with your yearly free credit report?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
In the face of divorce, making changes to insurance coverage may be overlooked.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The true cost of raising a child may be far more than you expect.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.