The 2012 Key Data card gives you many of the numbers investors need on Social Security, taxes, health savings, Medicare, retirement, college planning and more. Of course, you can always call me when you have questions or concerns or want to dig deeper into the numbers, but this quick reference can be very practical in[…] Read More
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2012 Key Financial Data Card Now Available
Monday, February 27th, 2012VIDEO: ‘Its About Time’ Presentation
Wednesday, December 7th, 2011The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are[…] Read More
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Friday, October 7th, 2011Aug 9 -Garland Robinette WWL Radio Interview with Brad Fortier
Tuesday, August 9th, 2011Click Here to Listen to Brad Fortier, CFP®, CEP® on the Think Tank with Garland Robinette Garland speaks with Brad Fortier, Certified Financial Planner with Fortier Financial, about 401Ks, investing and stock values.
Aug 4 -Fortier interview on the Think Tank with Garland Robinette
Thursday, August 4th, 2011Click here to listen to Brad Fortier’s interview on the Think Tank with Garland Robinette. Garland talks to CBS Moneywatch Reportr Jason Brooks and Certified Financial Planner Brad Fortier about how the debt deal reached last weekend will effect poor and disabled Louisianians
Fortier Honored as City Business “Money Maker” 2011
Thursday, August 4th, 2011Brad Fortier was among CityBusiness’ inaugural class of Money Makers honorees. Money Makers recognizes financial professionals whose fiscal work, accomplishments and achievements have not only set the pace for their company but the region as a whole.
To Splurge or to Save?
Wednesday, May 11th, 2011By Brad Fortier, CFP®, CEP®, president of Fortier Financial Everyone likes to indulge from time to time. Even the most financially responsible among us gives in to the temptation for a gratuitous new gadget, expensive dinner or designer accessory every once in a while. Because unrelenting frugality is too difficult for most people to maintain[…] Read More
Fortier Honored by the Invest in Others Charitable Foundation
Tuesday, April 26th, 2011The Invest in Others Charitable Foundation honored Brad Fortier in April for his contribution in support of community-based humanitarian efforts. Established in 2006, the Invest in Others Charitable Foundation encourages the philanthropic and volunteer activities of financial advisors in their local communities. By partnering with individuals and organizations in the financial services industry, Invest in[…] Read More
Fortier Announces New Certification for Director of Client Services
Wednesday, April 20th, 2011Fortier Financial is pleased to announce that Director of Client Services Nicole Aucoin is now a LPL Registered Administrative Assistant as a result of passing the FINRA Series 7 exam and the registration being held through LPL Financial. With this registration, Ms. Aucoin is able to inform clients about investment products and services in addition[…] Read More
Fortier Announces New Director of Client Relations
Wednesday, April 20th, 2011Fortier Financial is pleased to announce that Kris Fortier has joined the firm as the Director of Client Relations. A New Orleans native, Kris Fortier graduated from Louisiana State University with a degree in Mass Communication. Prior to joining Fortier Financial, she oversaw resource development for United Way for the Greater New Orleans Area. Leaving[…] Read More
