Jim Fortune

Financial Planner
Investment Adviser Representative
Financial Services Representative
Special Care Planner 
Registered Representative

Welcome! What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spreadsheets and time tables. As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. I will work with you to help you determine what's important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your guide and trusted advisor.

View our Customer Relationship Summary