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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Building Your Legacy
A four-step framework for building a personal legacy.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
An inside look at how marginal income tax brackets work.
Here are five facts about Social Security that are important to keep in mind.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A few strategies that may help you prepare for the cost of higher education.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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.
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.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
Do you know these three personal finance sayings?
It’s never a bad time to speak with your financial advisor about changes in your situation.