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Welcome to Fortune Financial

Fortune Financial is a team of seasoned financial professionals who provide personalized, goal-based strategies and advice for individuals, corporate executives, business owners and their families. Our group offers specialized expertise in developing comprehensive, results-focused financial strategies designed to enable you to efficiently pursue long-term financial success.

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  3. Business Solutions - Qualified Retirement Plans

Business Solutions - Qualified Retirement Plans

Fortune Financial provides corporate executives and businesses owners with strategies formulated to increase corporate and personal net worth. This includes guidance for managing concentrated positions, stock option exercise and sale, succession planning, estate planning and business transition strategies. We also help coordinate employee benefit programs tailored to your personal, business and employee needs to seek to position you and your business to achieve your goals.

 

Retirement Plan Trustee Services

Together, we will work with you to address your company's retirement plan needs and your employees' retirement readiness. We look at the retirement plan process in three layers:

  • Plan Design and Technical Expertise
  • Fiduciary Oversight
  • Participant Advocacy

To learn more, click here for our full Retirement Plan Trustee Services brochure.

 

Retirement Plan Seminar Services

  • Financial Workshops
  • Educational Employee Benefit Programs

Our Services

  • Professional Advice and Services
  • Retirement Planning
  • Investment Services
  • Asset Allocation
  • Insurance and Annuities
  • Business Solutions
  • Employee Benefit Programs
  • Business Succession Planning

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10261 Yellow Circle Drive
Minnetonka, MN
55343 United States

  •  Tel: (952) 908-2500
  •  Fax: (952) 908-2501
  •  jq@fortunefin.com

*Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

North Star Consultants, Inc., Insurance Products and Services. CRI Securities, LLC, Securities and Investments. Securian Financial Services, Inc., Variable Products and Securities.
Securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Consultants, Inc. is doing business as North Star Resource Group and is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Fortune Financial is affiliated with North Star Resource Group and is independently owned and operated.

Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. ("Securian"), registered broker-dealers and investment advisers, members FINRA / SIPC. Individuals registered with CRI and Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by CRI and Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with North Star Resource Group are registered with CRI and Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3100955 DOFU 7-2020

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