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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





Helpful Content

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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