Fortune Financial Group - Illinois

Fortune Financial Group - Illinois Financial Planning & Investment Management Firm - Illinois Branch
Cris Kalivas, CFP, CDFA

Tariff changes are making headlines—and markets are reacting. Understanding how trade policies affect investments is key...
08/04/2025

Tariff changes are making headlines—and markets are reacting. Understanding how trade policies affect investments is key to staying ahead. Let’s talk about positioning your portfolio for long-term success.

The “Magnificent 7” tech giants are cooling off in 2025, opening the door for overlooked sectors like MedTech, energy, a...
08/01/2025

The “Magnificent 7” tech giants are cooling off in 2025, opening the door for overlooked sectors like MedTech, energy, and cybersecurity. Diversification matters more than ever.
Now’s a great time to revisit your portfolio and prepare for what’s ahead. We can help.

Big goals are inspiring but it’s daily habits that drive real results.Consistency, discipline, and effort shape your fut...
07/25/2025

Big goals are inspiring but it’s daily habits that drive real results.
Consistency, discipline, and effort shape your future—whether in your career, your health, or your financial journey.

Daydreaming of a summer getaway spot?Whether it’s a peaceful lake house or a beachfront escape, the idea of a second hom...
07/25/2025

Daydreaming of a summer getaway spot?
Whether it’s a peaceful lake house or a beachfront escape, the idea of a second home is tempting this time of year. But making it a reality takes more than wanderlust, it takes planning.
If a second home is part of your vision, we can help you evaluate when it makes sense (and when it may be better to wait). Let’s map it out together.
https://lnkd.in/gu_MsRsY

As capital shifts, so do opportunities. While software once dominated market expansions, today’s focus is shifting towar...
07/23/2025

As capital shifts, so do opportunities. While software once dominated market expansions, today’s focus is shifting toward AI. Understanding where capital is flowing—and where it’s pulling back—can be critical to positioning for what’s next. 
https://lnkd.in/gtwThF5X

You decide.
07/18/2025

You decide.

Summer is a great time to start healthy money conversations with your kids.From saving and spending to giving and goal-s...
07/16/2025

Summer is a great time to start healthy money conversations with your kids.
From saving and spending to giving and goal-setting, even simple moments can become lasting lessons in financial confidence.
Looking for ways to make money conversations easier at home—or model smart planning as a parent? We’d love to help.
https://lnkd.in/gf6SijDP

Don’t forget to check in with the one person who makes it all happen: you.
07/14/2025

Don’t forget to check in with the one person who makes it all happen: you.

Disability and life insurance help protect the income you’ve worked hard to build—so a financial storm doesn’t turn into...
07/07/2025

Disability and life insurance help protect the income you’ve worked hard to build—so a financial storm doesn’t turn into a long-term setback.
Curious if your coverage still fits your life today? We’re happy to have a conversation.
https://lnkd.in/gvnJRi2x

Truth is, the training ground is where champions are made.
07/03/2025

Truth is, the training ground is where champions are made.

AI is no longer just a buzzword, it’s reshaping industries from the ground up. While early investments focused on infras...
06/30/2025

AI is no longer just a buzzword, it’s reshaping industries from the ground up. While early investments focused on infrastructure, the next wave targets intelligence and applications, promising transformative opportunities across sectors.
Let’s discuss where AI is headed and how to position your portfolio for the evolving landscape.
https://lnkd.in/gMyZW7jV

Summer’s calling. Got any fun plans?
06/27/2025

Summer’s calling. Got any fun plans?

Address

800 Roosevelt Road , Bldg B, Suite 104
Glen Ellyn, IL
60137

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+16308818123

Website

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