INVESTMENTS

We believe that  a portfolio of mainly low-cost index-tracking investments are key to growth, and that outperformance comes from timing, research-based investment selections and proper asset allocation.

 FINANCIAL PLANNING

Many people are in need of a comprehensive, easy to understand plan that can help get them on track, or show them where they are heading.

 

We have an expert team and the right technology to provide you with a personalized plan that will answer all of your questions and guide your steps.

RETIREMENT PLANS

As the number of employers offering a fixed retirement declines, a retirement plan, such as a 401(k) is key to saving for retirement and retaining valuable employees.

Partner with us to provide a world-class retirement plan benefit to your key officers and employees.

SOCIAL SECURITY

Social Security is complex. Now more than ever, Clients need clear direction on available claiming strategies, and ways to maximize lifetime benefits.

 

Your Fortune 45 Advisor can help make sense of your options, and lead you down the path that best fits your needs.