Jim Fortune
Financial Services Representative, Financial Planner, Investment Advisor Representative, and Special Care Planner
Services:
Financial Planning - As a well trained Financial Planner, we have the knowledge needed to assist our clients with their financial plans and help meet their long-term financial goals.
Special Care Planning- helping families plan for the financial future of their children or other dependents with special needs. As a special care planner, it is our goal to bring these services to families we serve.
Beneficiary Services - We help to provide personal attention and specialized services to beneficiaries that can help foresee and resolve many of the issues you and your loved ones might experience during this difficult time.
Member:
NAIFA – National Association of Insurance and Financial Advisors
MDRT- Top of the Table
MDRT – Million Dollar Round Table
Qualifications and Licenses:
Leader's Conference – 18 times qualified
President's Conference – 4 times qualified
Series 6, 7, 63, 65; Life/Health/Variable; Property and Casualty
Personal:
Married to Susie on November 13th of 1982. We have 4 Children, Christina and her husband Adam; Cathryn and her husband Chris; Becca and Jimmie II.
Some Health insurance and Auto & Home products are offered by unaffiliated insurers.
