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Frequently asked questions
What types of financial planning do you handle for clients in the Trenton area?
We work with individuals and business owners on retirement strategy, investment portfolio review, estate planning coordination, and cash flow management. Our approach focuses on understanding your situation first, then building a plan that fits your timeline and priorities.
How long does it typically take to get started with Fortune Group?
Most clients meet with us within a few days of reaching out, and we can usually give you initial direction during that first conversation. From there, the timeline depends on what you need—some people come back for ongoing guidance, while others work with us on a specific project.
Do you work with clients outside of New Jersey, or just locally?
We're based in Trenton and primarily serve New Jersey clients, though some of our work can be handled remotely depending on what you need. Reach out through the site and let us know where you're located—we'll let you know if we're a good fit.
What happens during our first meeting with your team?
We'll ask about your current situation, what's on your mind financially, and what you're hoping to accomplish. This gives us enough context to explain how we work and whether it makes sense to move forward together.
Can Fortune Group help me review investments I already own?
Yes—we regularly review existing portfolios and investment strategies for clients who want a second opinion or fresh perspective. We'll look at what you have, discuss how it aligns with your goals, and make recommendations if changes make sense.
What's the typical cost structure for working with Fortune Group?
We discuss fees upfront based on the scope of work and your situation—there's no hidden pricing. Contact us through this site and we'll walk you through how we charge and what to expect.