Fortune Financial is committed to alleviating your concerns about finances and taking uncertainty out of investing by putting thoughtful financial plans in place. We believe your investment portfolio is the funding vehicle for realizing your planning objectives. Market timing and/or security selection are financial tactics, not goals – not running out of money in retirement is a goal. We are committed to creating investment strategies consistent with long-term trends and historical behavior of capital markets, and are never based on emotion, economic or market viewpoints.
Everything we do – from personal and business investment management to helping you unify your retirement, insurance, estate planning and risk management strategies – is designed to advocate for your financial success and security. We strive to accomplish this by forging sustainable, candid client relationships based on shared values, mutual trust, transparency and respect.