Fortuna by MML Investors

How can you turn your financial dreams into a retirement game plan?

You work with a knowledgeable financial professional who understands your needs and the importance of an advanced digital portfolio.

Introducing Fortuna by MML Investors Services

Technology has driven us to expect personalized, accessible, and customized experiences in everything from shopping to listening to music.

That’s why we offer Fortuna, for a strong and connected financial partnership.

This partnership includes you, one of our experienced financial professionals, and a state-of-the-art portfolio powered by a sophisticated digital platform. 

We understand your goals and keep you on track toward them through:

Personalized investing advice.

With Fortuna, you’ll benefit from a plan tailored to your unique financial situation and we'll be here when you want guidance or as your needs change.

A customized digital portfolio.

Fortuna offers a state-of-the-art investment approach to ensure that your portfolio is monitored regularly, and is automatically adjusted to help you reach your goals.

But the real benefit of Fortuna is confident, connected investing.

You benefit from our ongoing support, combined with the convenience of anytime account access and proactive communications that keep you up to date.

To see how Fortuna can work for you, get your free customized preliminary proposal—complete with your recommended investment strategy, portfolio mix, and projected path to your goals.

Contact us today and learn how to get started.

Germantown Hills Office

413 Jubilee Lane 

Germantwon Hills, IL 61548

T:309-383-4080

F: 1-309-524-6034

  • Facebook
  • LinkedIn
aep logo recolored.jpg
CFP Logo recolored.jpg

Pittsburgh Office

6 PPG Place, Suite 600

Pittsburgh, PA 15222

T:412-562-1600

Check the background of this Financial Professional on FINRA's BrokerCheck.

HKS FINANCIAL PARTNERS IS NOT A SUBSIDIARY OR AFFILIATE OF MML INVESTORS SERVICES, LLC. SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC. MEMBER SIPC (WWW.SIPC.ORG). [6 PPG PLACE SUITE 600 PITTSBURGH, PA, 15222. PHONE: 4125621600.] PROPERTY & CASUALTY INSURANCE IS OFFERED THROUGH A VARIETY OF QUALITY INSURANCE COMPANIES THAT ARE NOT AFFILIATED WITH MML INVESTORS SERVICES, LLC. NEITHER HERZOG KISTNER SHAW FINANCIAL PARTNERS, MML INVESTORS SERVICES NOR ANY OF ITS EMPLOYEES OR AGENTS ARE AUTHORIZED TO GIVE LEGAL OR TAX ADVICE. CONSULT YOUR OWN PERSONAL ATTORNEY, LEGAL OR TAX COUNSEL FOR ADVICE ON SPECIFIC LEGAL AND TAX MATTERS.

CRN202209-271351