Meeting your needs, exceeding your expectations
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.
Because many people get confused, frustrated (or simply do not know where to turn) regarding their financial needs, they often miss out on many potentially rewarding financial oppurtunities. By doing so, they may put their (and their family's) wealth at risk. By using this site, and the assistance of a professional like Tom Rutter, ideally some of the mystery of these steps and choices will be alleviated.
By helping you acquire this information in your pursuit of your financial objectives, we hope to build a long and trusted relationship with you, as we have with many other clients.
We encourage you to do your "homework" regarding any advisor before asking them for assistance. Use this hyperlink to go to FINRA's Brokercheck website to see the length of experience, licenses held, as well as if there has been any regalatory actions or complaints against that professional. As FINRA says, "There's no reason not to check".
Prosperity Wealth Client Relationship Summary
Fortune Financial Client Relationship Summary