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 serivces.
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 360ºAdvantage, inspires business professionals to ask themseleves the hard questions that keep them up at night.
SHOW US YOUR PLAN!
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Taking regular, periodic withdrawals during retirement can be quite problematic.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Here's a breakdown of how the federal government spends your tax money.
Term insurance is the simplest form of life insurance. Here's how it works.
One way to find money is to examine your current spending habits and eliminate money wasters.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
What if instead of buying that home, you invested that money?
Understanding the cycle of investing may help you avoid easy pitfalls.
Are Real Estate Investment Trusts right for your portfolio?