Broker Check

Services

At Fortin Advisory, our expert service in the following areas provide a broad range of services best described as a family office:

Wealth Management

  • College Savings Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Mutual Funds
  • Exchange Traded Funds
  • Annuities
  • Variable Universal Life Policies
  • Index Universal Life Policies

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Consultation Services

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Medicare Insurance
  • Group Health Insurance
  • Property & Casualty Insurance