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Fortunity is now Altus

For many years, Fortunity has proudly supported individuals, families and businesses across the Central Coast with trusted financial advice and deep local relationships. Today, we are excited to enter our next chapter as Altus. This evolution brings together t.....

Wealth - 2 min read

What is your tax plan?

Are you one of those people or businesses that just leave everything to the last minute? If you leave your tax return un.....

Business - 1 min read

Tax Planning Time Is NOW

One of the biggest expenses in most businesses is income tax. Therefore, it makes sense that this expense should be forw.....

Could Your Business Benefit from an Outsourced CFO?

Set your business on the right path with this simple guide.

Could Your Business Benefit From an Outsources CFO_Resources

Prospective Business Owner - Succession Checklist

Make sure you’re on the right track with this online checklist.

Business Owner - Succession Checklist_Resources
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