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CUSTOMIZATION INNOVATION INTEGRATION EXECUTION


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.


#The360Advantage





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Social Security: Maximizing Benefits

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Use this calculator to compare the future value of investments with different tax consequences.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Retirement Plan Distributions

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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Smart investors take the time to separate emotion from fact.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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