Jim Fortune
Financial Services Representative, Financial Planner, Investment Advisor Representative, and Special Care Planner
Services:
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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.
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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.
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Estate Planning Strategies - .We all have goals we want to meet during our lifetime. The education of our children, a comfortable and financially secure retirement, and perhaps a new home or a second home. The first step of estate planning is to help you plan for and realize these lifetime goals. It addresses your legal and financial concerns, taking into account your goals and tax considerations. It also takes advantage of existing laws and funding vehicles to help save on taxes and help manage your property in an efficient and profitable way during your lifetime.
Qualifications and Licenses:
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Leader's Conference – 18 times qualified - Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
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Wealth Management Conference – 3 years qualified
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Series 6, 7, 63, 65; Life/Health/Variable; Property and Casualty
Personal:
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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.