INNOVATION, EXPERTISE, EMPLOYEE BENEFITS,
RETIREMENT PLANS, WEALTH ADVISORY SERVICES, AND A UNIQUE VISION
We partner with our clients and their businesses to provide unique programs outside that of the traditional model.
Fortune 360 Group offers the personalized attention, customized strategies, and continuous guidance. Our innovative approach provides a structured process, which we proudly refer to as #The360Advantage.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Do you have an estate strategy? You should.
It sounds simple, but paying yourself first can really pay off.
A few strategies that may help you prepare for the cost of higher education.
Learn when it may not make sense to file a claim on your home insurance.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.
Here is a quick history of the Federal Reserve and an overview of what it does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.