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How We Serve You. Let us coordinate and actively manage your wealth and business planning needs. 360° of Wealth. Our services encompass all elements of your financial picture. We are here to serve you throughout the many milestones of life and business. We work with diverse key partners, from CPAs to money managers to attorneys. A 360° View of your Wealth, Tax and Business. Life and Death of a Twenty Dollar Bill. How long does a $20 bill last? Do You Owe The AMT? Get Paid for Going Green. The care of spe...

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How We Serve You. Let us coordinate and actively manage your wealth and business planning needs. 360° of Wealth. Our services encompass all elements of your financial picture. We are here to serve you throughout the many milestones of life and business. We work with diverse key partners, from CPAs to money managers to attorneys. A 360° View of your Wealth, Tax and Business. Life and Death of a Twenty Dollar Bill. How long does a $20 bill last? Do You Owe The AMT? Get Paid for Going Green. The care of spe...

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Home | Fortune 360 Group, LLC | fortune360group.com Reviews

https://fortune360group.com

How We Serve You. Let us coordinate and actively manage your wealth and business planning needs. 360° of Wealth. Our services encompass all elements of your financial picture. We are here to serve you throughout the many milestones of life and business. We work with diverse key partners, from CPAs to money managers to attorneys. A 360° View of your Wealth, Tax and Business. Life and Death of a Twenty Dollar Bill. How long does a $20 bill last? Do You Owe The AMT? Get Paid for Going Green. The care of spe...

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fortune360group.com

1

Fortune 360 Group - Insurance Services

http://www.fortune360group.com/p/insurance

How We Serve You. Life insurance has typically been a way to protect a family in the event of unforeseen death. In addition to loss protection, the insured can leave behind a tax-free legacy to their beneficiaries. We offer products from the industries’ highest rated and most competitive life insurance carriers. Our process can help you determine the best coverage to protect your family against a devastating loss due to an untimely death. For temporary simplified coverage and no cash value. Most health i...

2

Insurance | Fortune 360 Group, LLC

http://www.fortune360group.com/resource-center/insurance

How We Serve You. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Protecting Those Who Matter Most. When Does Your Personal Car Become a Commercial Vehicle? It may help ...

3

Glossary | Fortune 360 Group, LLC

http://www.fortune360group.com/tools/glossary

How We Serve You. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest ...

4

How We Serve You | Fortune 360 Group, LLC

http://www.fortune360group.com/p/how-we-serve-you

How We Serve You. How We Serve You. At Fortune 360 Group, our mission is to help you identify appropriate financial goals and develop a strategy aligned with your needs and situation. We understand that each client’s needs and goals are unique and, as a result, we are committed to creating comprehensive investment and financial strategies that fit your circumstances and can grow with you over the years. We are focused on utilizing a consistent and proactive approach:. This is when your vision turns into ...

5

Tax Resources | Fortune 360 Group, LLC

http://www.fortune360group.com/tools/tax-resources

How We Serve You. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free.

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Home | Fortune 360 Group, LLC

How We Serve You. Let us coordinate and actively manage your wealth and business planning needs. 360° of Wealth. Our services encompass all elements of your financial picture. We are here to serve you throughout the many milestones of life and business. We work with diverse key partners, from CPAs to money managers to attorneys. A 360° View of your Wealth, Tax and Business. Life and Death of a Twenty Dollar Bill. How long does a $20 bill last? Do You Owe The AMT? Get Paid for Going Green. The care of spe...

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