Fortune 45, LLC is a fee-only, no-load, no-commission, State-registered Investment Advisory Firm

 

Securities offered through TD Ameritrade and Vanguard - Members FINRA and SIPC.

 

Fortune 45 Representatives associated with this website may discuss and/or transact business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MO, MT, MS, NE, NJ, NC, NJ, NM, NV, NY, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, WY.

 

Advisory services are only offered to clients or prospective clients where Fortune 45 and its representatives are properly licensed or exempt from licensure.

Fortune 45, LLC does not take possession of any client funds or securities. TD Ameritrade sends monthly statements and trade confirmations directly to the client, and on-line access to account information is available. 

 

Fortune 45 Representatives with whom you may communicate work for Fortune 45 and Fortune 45 is aware of such communications.

 

Past performance is not indicative of future returns. Future returns are not guaranteed & a loss of principal may occur. This website is solely for informational purposes and the information within has not been audited and we make no representations as to its accuracy or completeness.

 

©Copyright 2019   All Rights Reserved. 

 

Privacy Policy

 

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.