Fortune Financial Group

Fortune Financial Group helps people plan for retirement by putting the pieces of a financial picture together. The firm sells insurance products, including annuities, and offers investment advisory services through AE Wealth Management, a registered investment adviser. It also works with high net worth clients.

The process has four steps: a first call to talk through your situation and priorities, a thorough review of where you are and where you want to go, a customized plan, and ongoing work after that. Meetings are arranged by phone or through the firm's online scheduling. The office is in Dunmore, and the website offers a retirement readiness challenge and a downloadable guide on retirement well-being.