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Prepare, Pursue, Protect. Serving your insurance and financial needs since 1991.

Figi Insurance & Financial Services building and signage.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance. 

To view the Fortune Financial Services Client Relationship Summary click here.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Determine whether you should consider refinancing your mortgage.

How much would your monthly lease payment be?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck