Like most businesses your biggest business expense is Taxes!

At Fortunata Agency, we work alongside highly skilled partners to deliver exceptional service through tailored insurance and financial solutions. Our mission is to help business owners minimize tax burdens, enhance financial strategies, and safeguard the wealth they’ve worked so hard to build. With over 25 years of experience, our highly skilled financial advisors specialize in advanced tax mitigation strategies—helping business owners and high-net-worth individuals reduce taxes by up to 60% through proven methods.

Our Tailored Strategies Help You:

•  Keep More of Your Income – Legally minimize tax liabilities while maximizing
  profitability.
• Personalized Tax Strategies – Customized solutions designed to meet the unique financial needs of individuals and businesses.
• Tax-Efficient Investments – Unlock opportunities to grow and preserve wealth through smart, tax-advantaged investment strategies.
• Expert Guidance – Work with seasoned specialists in tax law, wealth management, and financial planning to ensure sound, strategic decisions.

To help you protect and grow your wealth while keeping more of what you earn. We Cater to Advanced Markets.

Fortunata Agency specializes in addressing the unique financial, legal, and tax-related challenges of advanced market clients. These clients include high-net-worth individuals, business owners, and sophisticated investors who require customized strategies to manage and grow their wealth.

Key Areas of Advanced Markets Expertise:

1. Business Succession Planning
Crafting strategies to ensure a seamless transfer of business ownership through
valuation, buy-sell agreements, and funding mechanisms like life insurance.

2. Executive Compensation
Designing innovative benefits packages, including deferred compensation plans,
stock options, and performance-based bonus structures.

3. Estate and Legacy Planning
Helping clients preserve and transfer wealth through trusts, wills, advanced
gifting strategies, and charitable planning.

4. Tax Mitigation Strategies
Implementing tax-efficient solutions to minimize liabilities, leveraging tax-
advantaged investments, retirement plans, and insurance products.

5. Retirement Income Strategies
Creating reliable, tax-efficient income plans for retirement while managing
market volatility and longevity risks.

6. Charitable Giving
Structuring philanthropic efforts to maximize impact and tax benefits through
tools like charitable trusts, donor-advised funds, and gifting strategies.

7. Insurance Planning
Utilizing advanced insurance solutions, including premium financing, indexed
universal life insurance, and wealth transfer strategies for optimal financial
outcomes.

Advanced Markets planning empowers clients with sophisticated financial solutions tailored to their unique needs, helping them achieve long-term security, prosperity, and peace of mind.