Responsible planning for accumulating assets to promote life goals
Responsible planning for allocating and accessing assets for retirement
Our client relationships have been built over the years through our consistent focus on
our Purpose, our Goal, and our Commitment.
It is our purpose to empower each of our clients at the stage of life he or she is currently in by assisting them in understanding, obtaining and using appropriate financial products that will expand their options as they progress through life.
As we work to provide recommendations consistent with our clients’ needs and goals, we want each client to understand the objectives and potential uses of each financial product we recommend. By being consistent with this goal, we work to earn every client's trust and respect.
We are committed to approaching all client interactions and recommendations with integrity, consistently implementing our Purpose and our Goal, to provide responsible service that can be depended upon by everyone who is now or will become our client.
Insurance Licensed since 1981; Life, Health, Annuities
Securities Licensed since 1993; Series 6, 7, 63
My CRD# is 2311659
Have you been putting off getting life insurance to protect your family or to handle your final expenses? Need to set up a mutual fund account, an IRA for your retirement or a College Savings Plan? Want help to reallocat
Insurance Licensed since 1981; Life, Health, Annuities
Securities Licensed since 1993; Series 6, 7, 63
My CRD# is 2311659
Have you been putting off getting life insurance to protect your family or to handle your final expenses? Need to set up a mutual fund account, an IRA for your retirement or a College Savings Plan? Want help to reallocate your retirement funds to provide income?
I invite you to contact me today for an appointment.
See if my way of doing business is a good fit for you.
Phone: (941) 725-2263
Email: alfortune@retirementplanningresources.net
Mailing Address: 7466 Cortez Road West, #125, Bradenton, FL 34210
Al Fortune is licensed for insurance and registered for securities in several states. Registration and/or licensing may be required in your state of residence before serving you, which we will be happy to facilitate at your request.
Al Fortune is a Registered Representative of and all Securities
are offered through, Integrated Financial Planning Services, B/D, member: FINRA/SIPC. 301 N Juniata, Box 336, Havre de Grace, MD 21078.
Retirement Planning Resources LLC is not affiliated with Integrated Financial Planning Services.
Check the background of this investment professional on FINRA’s BrokerCheck at
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