A 360° View of your Wealth, Tax and Business
In an ever-changing, financial climate, it can be difficult to confidently create a wealth strategy or business plan, let alone have the time and knowledge to manage one that can grow with you over the years. Fortune 360 Group is an independently owned firm dedicated to solving this problem. Offering concierge service, we address 360° of your financial picture, from your personal wealth to your business planning needs.
Working with affluent executives, business owners, and families, our goal is to free you from the burden of managing intricate personal wealth and business tasks. We do this by offering a concierge level of service and crafting affluent family and business strategies designed to address your objectives. We ask questions that you may have never considered and help you gain clarity about your vision of success. In offering personal wealth management, employee benefits, retirement plan services, and business planning, we seek to offer Fortune 500 services to you, your business, and your family.
Our top priority is to serve you first, last, and always. We believe our clients appreciate the value we offer and our personalized attention. Contact us today to learn more about how we may be able to serve your unique needs.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Military families face unique challenges, making personal finance even more critical.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
44% of small businesses are victims of cyber attacks. Here’s how to protect yours.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, infiltrating the world of bonds.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A quick history of the Federal Reserve and overview of what it does.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?