At Fortune 360 Group, we believe there are several reasons why our firm stands out from others. We offer:
Fortune 360 takes a collective approach in reviewing your business and personal planning needs.
When it comes to your business planning, Fortune will cover areas such as your employee benefits, human resources, retirement plans, IT and business transition needs.
When it comes to your personal planning, the professionals at Fortune will sit down with you to help you to enrich your life planning goals. Our professionals will use cutting edge technology, the latest investment strategies and collective knowledge to customize a plan specific to your dreams and ambitions.
A NETWORK OF PROFESSIONALS
We have partnered with a diverse range of professionals, including third party money managers through Securities America Advisors, Inc., CPAs, casualty insurance providers, and attorneys. With an extensive network of partnerships, we have the ability to assist you with all of your financial concerns and needs wherever you are in your life or business.
Our goal is to offer high quality service with low costs. You will always know what you are paying, and we regularly benchmark your fees and services to the competitive marketplace.
EXPERIENCE & CREDENTIALS
We are a group of financial and business advisors with decades of experience in business services and personal wealth management. With the following credentials; Accredited Investment Fiduciary®, Chartered Retirement Plans Specialist℠, Certified Financial Planner™ professional, MBA, CPA, etc., we have specific knowledge in comprehensive employee benefits, business consulting, financial planning, and tax planning, as well as the fiduciary obligations retirement plan sponsors face.