The Fortune Law Firm was founded on the principle of making the sophisticated wealth-building and tax-saving strategies, once exclusive to the top 1%, accessible and affordable to the broader population. The firm’s philosophy transcends the search for obscure deductions or the typical fragmented advice one might receive from a CPA, financial planner, or attorney. Instead, it focuses on a comprehensive approach to structuring both business and personal finances in a harmonious manner, aimed at protecting assets from creditors, litigants, government reach, and personal misjudgment, thereby retaining more of the individual’s hard-earned wealth.
This law firm doesn’t just look at the isolated pieces of a financial puzzle. Their strategy may encompass a variety of methods to create a robust personal wealth-building plan, including eliminating debt, funding education through savvy planning, creating innovative workplace retirement plans that may serve as alternatives to traditional 401(k)s, and utilizing the concept of OPM (Other People’s Money) to amplify returns. They place a strong emphasis on asset protection, recognizing that business owners and entrepreneurs face unique risks by investing their capital and exhaustive labor into their ventures.
Understanding that the willingness to bet on oneself shouldn’t equate to unnecessary vulnerability, The Fortune Law Firm advises on the best type of legal entity formation and the most strategic state in which to establish it. This serves to minimize personal liability for business debts and to reduce business tax liabilities. When it comes to taxes, they navigate the complexities of the tax code not only to ensure compliance but also to structure investments and business activities in the most tax-advantaged way possible. The firm is a staunch advocate for its clients, ensuring they meet their legal obligations while also safeguarding their freedom to build and maintain wealth.