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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The uncertainties we face in retirement can erode our sense of confidence.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Beware of these traps that could upend your retirement.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.