About Us

The Fortune Group began over 25 years ago providing accounting firms with yearly tax planning guides for their clients. We have since grown to include financial advisors, estate planning firms, banks, and other wealth management practices throughout the United States.

Our expert team of writers and editors are experienced financial advisors, CPA's, bankers, and insurance professionals who have the background and knowledge that you can rely on.

Recently, The Fortune Group has merged with Liberty Publishing, Inc. Liberty has been providing financial professionals with a wide range of personalized newsletters, booklets, brochures, and tax planning guides since 1980.

You'll be pleased to know that through the merger, Fortune clients will have access to an array of new financial education and communication materials so that accounting firms and other financial professionals can continue to connect with their clients and market their services.