Why Clients Turn to Us
To Benefit from Our Commitment to Retirement Planning
Clients may be approaching retirement when they could suddenly be responsible for investing a large sum of money from an IRA or 401(k). Or they may already be in retirement. Their assets must last a lifetime, and they cannot afford the risk of making a mistake from which they may not be able to recover. They count on us to look out for their best interests.
Clients appreciate our “5 Must Haves” in the financial and retirement planning program that help to create a successful pre- and post-retirement plan:
- Protect Income
- Protect Assets
- Grow Assets
- Generate Income
- Minimize taxes
To Take Advantage of Our “Clients for Life Approach”
By limiting the number of clients we work with we can provide exceptional service that smoothes your path to a greater sense of well-being. You gain someone at your side who knows you, your story, and your aspirations – an advisor who is within reach whenever you need advice. In addition, our state of the art software (with daily updates) gives you access to your financial plans and investment accounts wherever you are.
To Work With Advisors Who Are Independent and Objective
Our focus, first and foremost, is on our clients’ needs. There is no incentive for us to sell particular products or services. Nor are we tied to working with any particular investment managers.
To Place in Your Corner Certified Financial Planners™ with Over 45 Years of Combined Experience
To qualify for CFP® certification requires engaging in rigorous coursework, passing a 10-hour exam, and meeting continuing education requirements. In addition to experiencing this high level of competence, working with a CFP® ensures that fees for services are transparent. Each client understands exactly what they are paying.
To Gain Confidence from Our Guarantee
Our reputation is everything. That’s why we provide a guarantee. We believe it is our responsibility to be certain that we can meet our clients’ needs. Simply, the Agreement says: “Upon the initial presentation of the Plan, if the Client is not satisfied with the Plan and if Fortune Financial Group is not able to rewrite the Plan to the Client’s satisfaction, then FFG will refund the total of all fees paid.”
To Help You Manage Risk
We believe that protecting your assets is more important than chasing higher returns. Managing risk is central to our 6 Step Retirement Planning Process. Key benefits of managing risk are protecting your assets and your estate and helping to defend assets from the risk of inflation.
To Receive a Road Map to a Balanced Life
How can you balance saving for later and enjoying life now? The road map prioritizes what’s truly important to you, presents a guide that keeps that vision in front of you, and provides a path to follow to attain your vision.
It’s time to relieve anxiety and start taking greater control of your life. We invite you to sign up for your Complimentary Second Opinion Retirement Readiness Review.
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