Someone Who CARES
Your Financial Partner
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Your Financial Partner

Someone Who CARES® is all about helping you achieve your short, medium and long term financial goals, so that you and your family are financially secure and have the freedom to live the lifestyle you choose.

We are three companies who, together, provide a complete, integrated suite of financial products and services.

Our vision, mission, and passion is to build relationships based on values between Clients, Advisors and Resources, to make life better for everyone.

Our Personal Values Process

We Discover what is really important to you, Analyze your situation to prioritize your goals and cash flow, Provide Solutions that offer the greatest value to you and we establish a well structured and documented plan for ongoing service.

Step 1: Discover

.. what's really important to you.
  • Your personal goals
  • Your values
  • Your financial needs

Step 2: Analyze

.. to understand the possibilities and establish priorities.

Step 3: Provide Solutions

Investment and Insurance customized for your unique situation.

Step 4: Ongoing Service

.. ensuring we continue to prosper together.
Securities offered through Fortune Financial Services, Inc. 3582 Brodhead Road, Suite 202, Monaca, PA 15061 —Member FINRA/SIPC.
Advisory services offered through Interactive Financial Advisors.
Fortune Financial Services, Inc. and IFA are not affiliated.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk and there can be no assurance that any specific
investment will either be suitable or profitable for a client's investment portfolio.

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