Fortune Advisory Services is an NY based wealth management firm providing services to individuals and businesses, finding the best solutions to grow your dollars..

FROM HIGH NET WORTH INDIVIDUALS TO THE BEGINNER INVESTOR, THE GOAL IS THE SAME: TO CREATE A PLAN TO GAIN THE BEST RETURN THAT'S WITHIN THE RISK APPETITE. WE BELIEVE THE BEST WAY TO BUILD WEALTH IS TO HAVE A LONG-TERM APPROACH.  WE CAN RECOMMEND THE BEST OPTIONS TO SUIT YOUR NEEDS.

THERE ARE MANY TYPES OF INSURANCE. FROM LIFE TO HEALTH TO DISABILITY THERE ARE MANY OPTIONS TO CHOOSE FROM. MOST COMPANIES AND THEIR AGENTS OFFER YOU THEIR OWN PRODUCTS. THE BENEFIT WITH WORKING WITH A TEAM LIKE OURS: WE CAN OFFER MAJORITY OF THE OTHER COMPANIES PRODUCTS AS WE ARE INDEPENDENT OF THOSE FIRMS AND WILL WORK WITH YOU TO FIND WHAT FITS YOUR OWN PERSONAL ECONOMY.

Annuities generally fall into two categories: deferred and income. Each works differently and offers unique advantages. Deferred annuities can be a good way to boost your retirement savings once you've made the maximum allowable contributions to your 401(k) or IRA. Deferred annuities have no IRS contribution limits, so you can invest as much as you want for retirement. You can also use your savings to create a guaranteed stream of income for retirement. Income annuities may be appropriate for investors in or near retirement because they offer guaranteed income for life or a set period of time. They may allow you to be more aggressive with other investments in your portfolio, since they provide a lifetime income stream. 

WHEN YOU TAKE THE TIME TO PLAN FOR YOUR FINANCIAL FUTURE, RETIREMENT CAN PROVIDE AN OPPORTUNITY TO DO WHAT YOU HAVE ALWAYS WANTED TO DO. WITHOUT PROPER PLANNING, RETIREMENT COULD MEAN WORKING DURING YOUR GOLDEN YEARS, CUTTING BACK ON YOUR LIFESTYLE AND EVEN RELYING ON FAMILY MEMBERS TO HELP TAKE CARE OF YOU. BEWARE OF THE RETIREMENT INCOME GAP. WILL YOUR RETIREMENT INCOME COVER INCREASING RETIREMENT EXPENSES? MANY EMPLOYEES WILL EXPERIENCE A SIGNIFICANT DROP IN INCOME WHEN THEY RETIRE, EVEN THOUGH THEY MAY BE COVERED UNDER A PENSION PLAN OR HAVE INVESTED IN 401(K)/403(B)/457(B).

YOU ARE BUSY AND YOUR TIME IS VALUABLE. THERE ARE CERTAIN FINANCIAL SITUATIONS FACED BY YOUR BUSINESS AND FAMILY THAT MAY NOT GET YOUR FULL ATTENTION. OUR FOCUS IS TO MAKE SURE THAT YOU GET THE INFORMATION YOU NEED TO HELP YOU PROTECT YOUR BUSINESS AND FAMILY. FROM TAX REDUCTION PLANNING TO EMPLOYEE BENEFITS TO PROPERTY & CASUALTY INSURANCE, IF WE DON’T KNOW THE ANSWER TRUST WE HAVE SOMEONE THAT DOES.