Direct Clients to You—for less than the price of a greeting card!

Customization

  • Marketing your Firm

  • Color imprints now available

  • Customized outside and inside covers

  • Call Customer Service at 800.433.2292

Tax Planning Guide Mini and Standard Customizable Covers

What's New

The Fortune Group publishes an annual Tax and Financial Planning Guide customized with your logo, name or other branding specific to your bank, wealth management, financial planning or CPA firm.

The guides are used as a marketing tool to attract new clients, retain existing customers, and cross sell additional services.

These accurate and timely guides position you as the source for financial information and solutions.