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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Knowing your options when a CD matures can help you make a sound investment decision.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
An inside look at how marginal income tax brackets work.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.