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Fortuna Partners

The Money Book - What You Need To Know. Understanding Life Insurance Annuities. Key Employee Issues and Solutions. Qualified Retirement Plan Handbook. Group, Indv and Government Health and Welfare. Financial Architects and Facilitators. Fortuna Partners takes its name from the Roman goddess Fortuna, who is shown on the Roman silver denarius coin used for the logo shown above. Fortuna was the goddess of luck, fame and fortune. One Source. Personal Service. Fortuna Partners, Inc. 2014 Fortuna Partners, Inc.

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The Money Book - What You Need To Know. Understanding Life Insurance Annuities. Key Employee Issues and Solutions. Qualified Retirement Plan Handbook. Group, Indv and Government Health and Welfare. Financial Architects and Facilitators. Fortuna Partners takes its name from the Roman goddess Fortuna, who is shown on the Roman silver denarius coin used for the logo shown above. Fortuna was the goddess of luck, fame and fortune. One Source. Personal Service. Fortuna Partners, Inc. 2014 Fortuna Partners, Inc.

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Fortuna Partners | fortunapartnersinc.com Reviews

https://fortunapartnersinc.com

The Money Book - What You Need To Know. Understanding Life Insurance Annuities. Key Employee Issues and Solutions. Qualified Retirement Plan Handbook. Group, Indv and Government Health and Welfare. Financial Architects and Facilitators. Fortuna Partners takes its name from the Roman goddess Fortuna, who is shown on the Roman silver denarius coin used for the logo shown above. Fortuna was the goddess of luck, fame and fortune. One Source. Personal Service. Fortuna Partners, Inc. 2014 Fortuna Partners, Inc.

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Fortuna Partners

http://www.fortunapartnersinc.com/you.html

The Money Book - What You Need To Know. Understanding Life Insurance Annuities. Key Employee Issues and Solutions. Qualified Retirement Plan Handbook. Group, Indv and Government Health and Welfare. Careful And Active Listening. Protecting yourself, your family’s and your employees’ health, welfare and retirement is complex and costly. Fortuna Partners carefully examines your personal and business needs, then offers a range of choices focused on saving you money, not just spending it. Fortuna Partners und...

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Fortuna Partners

http://www.fortunapartnersinc.com/booklets/qualified-retirement-plan-handbook.html

The Money Book - What You Need To Know. Understanding Life Insurance Annuities. Key Employee Issues and Solutions. Qualified Retirement Plan Handbook. Group, Indv and Government Health and Welfare. To request this booklet, please call our office at (248) 539-4000 or fill out the Contact Us. Qualified Retirement Plan Handbook. Simplified Employee Pension (SEP). Cash or Deferred Sec. 401(k) Plan. Roth 401(k) and Roth 403(b) Qualified Roth Contribution Program. Safe Harbor 401(k) Plan.

3

Fortuna Partners

http://www.fortunapartnersinc.com/booklets/estate-planning-fundamentals.html

The Money Book - What You Need To Know. Understanding Life Insurance Annuities. Key Employee Issues and Solutions. Qualified Retirement Plan Handbook. Group, Indv and Government Health and Welfare. To request this booklet, please call our office at (248) 539-4000 or fill out the Contact Us. The Need for Estate Planning. State Drawn Will in Common Law States). Advantages of a Will. Types of Wills and Trusts. How a Bypass Trust Works. How Bypass and QTIP Trusts Work. How a Special Needs Trust Works.

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Fortuna Partners

http://www.fortunapartnersinc.com/us.html

The Money Book - What You Need To Know. Understanding Life Insurance Annuities. Key Employee Issues and Solutions. Qualified Retirement Plan Handbook. Group, Indv and Government Health and Welfare. Fortuna Partners is a boutique financial and business strategies firm. Fortuna Partners has extensive experience in taking care of companies in virtually every market. We strive to understand your needs, whether you run a manufacturing firm, professional practice or retail establishment. Then we create...Estat...

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Fortuna Partners

http://www.fortunapartnersinc.com/index.html

The Money Book - What You Need To Know. Understanding Life Insurance Annuities. Key Employee Issues and Solutions. Qualified Retirement Plan Handbook. Group, Indv and Government Health and Welfare. Financial Architects and Facilitators. Fortuna Partners takes its name from the Roman goddess Fortuna, who is shown on the Roman silver denarius coin used for the logo shown above. Fortuna was the goddess of luck, fame and fortune. One Source. Personal Service. Fortuna Partners, Inc. 2014 Fortuna Partners, Inc.

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The Money Book - What You Need To Know. Understanding Life Insurance Annuities. Key Employee Issues and Solutions. Qualified Retirement Plan Handbook. Group, Indv and Government Health and Welfare. Financial Architects and Facilitators. Fortuna Partners takes its name from the Roman goddess Fortuna, who is shown on the Roman silver denarius coin used for the logo shown above. Fortuna was the goddess of luck, fame and fortune. One Source. Personal Service. Fortuna Partners, Inc. 2014 Fortuna Partners, Inc.

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