Fortune Financial Group
Specializing in Retirement Planning & Wealth Management
Our Services. Your Financial Freedom.
- Are You Getting Ready to Retire? (And want to make sure you won’t run out of money?)
We offer a complimentary, no-obligation Retirement Readiness Review for people within 2 years of retiring. Your income needs and investment portfolio will be analyzed to determine if you’re on track to meet your retirement goals. It also will give you an idea of what your retirement may look like financially.
- Are You Retired and Want to Ensure Your Plan Is Still Working?
Our Second Opinion Service will show if your investments earmarked for retirement are working to meet your long-term needs and goals. We’ll run a “stress test” and risk analysis of your portfolio to see if your retirement funds are exposed to too much risk for your personal situation — or if we can help preserve more of your hard-earned money.
- Interested in Investing … But Far From Retirement?
Our Investment Consultation is geared toward people in their early- to mid-50s with money to invest but who are not yet ready to retire. We can share investment options and ideas to help you work within a goal — so you don’t have to spend another moment wondering about your financial future. (Minimum investment may be required.)
Investment advisory services offered only by duly individuals through AE Wealth Management, LLC (AEWM). AEWM and Fortune Financial Group Inc. are not affiliated companies. Investing involves risk, including the potential loss of principal. 27453
|Retirement Strategies||Financial Planning/Investments|
|Women & Finances||Life Insurance Riders|
ABOUT CHRISTOPHER SCALESE, PRESIDENT OF FORTUNE FINANCIAL GROUP
Christopher Scalese, financial advisor, author of the book, Retirement is a Marathon, Not a Sprint, is the president of Fortune Financial Group. Scalese has spent the last two decades of his career assisting area residents with the financial transition from the working years to the retirement years. His primary goal is to help individuals structure their finances so that they have a steady income throughout their lifetime, while working to ensure their finances aren’t overly exposed to risk or unnecessary taxation. Scalese is a financial representative and a life and health insurance licensed professional. He received his Bachelor of Science degree in finance and Master of Business Administration degree from Wilkes University. To receive a complimentary copy of Scalese’s full report on mutual funds, call 1-570-489-4142, or for more information about Christopher Scalese and Fortune Financial Group, please visit www.fortune-financial.org.