Broker Check

Investing Made Simple


It’s better working together!

Modernize your retirement investment approach with the guidance and focus of a dedicated financial advisor and Fortuna, a sophisticated digital investment platform.

Fortuna is a digital investment platform providing automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor.

Fortuna makes retirement investing simple with a personalized investment process grounded in the belief that long-term, diversified investing provides the best results over time.

With Fortuna, you’ll receive:

  • 24/7 access to your investments on any device
  • Tax-efficient, low-cost ETF portfolios by BlackRock
  • Investment tracks tailored to your risk tolerance and investment horizon

If you’re interested in taking a modern approach to investment management, it only takes a few minutes to create your custom recommended Fortuna portfolio.

I’m available by phone or email to answer any questions you may have.

Getting a free assessment with a recommended portfolio is quick and easy!

GET STARTED

Fortuna's Investment Strategy

Ready to evolve your investments?  With just a few simple questions, Fortuna goes a step beyond numbers to focus on something more important – you. Download a short PDF here to learn the details of Fortuna's investment strategy.


What is an IRA?

Fortuna is currently only available for long-term investment needs, such as retirement savings. An IRA is a tax-advantaged investment vehicle that is designed to help you save towards retirement. There are two main types of IRAs: The traditional IRA and the Roth IRA. The primary difference between the two relates to the tax breaks these accounts offer.

Traditional IRA

A traditional IRA is a tax-deferred retirement savings account. You pay taxes on your money only when you make withdrawals in retirement. Deferring taxes means all your dividends, interest payments and capital gains can compound each year without being hindered by taxes.

Roth IRA

A Roth IRA is a retirement savings account that allows your money to grow tax-free. You fund a Roth with after-tax dollars, meaning you've already paid taxes on the money you put into it. In return for no up-front tax break, your money grows and grows tax free, and when you withdraw at retirement, you pay no taxes.

Invest toward your future

An IRA remains one of the most effective ways to save for retirement. Every year counts, the earlier you start making your contributions the better.

See potential tax benefits

In both traditional and Roth IRAs the investments in your IRA grow tax-deferred, meaning you owe nothing on the gains so long as the money remains in the IRA. 

Build beyond your 401(k)

IRAs allow individuals to contribute up to $6,000 per year; that’s on top of what you can invest annually in your 401(k) or other employer sponsored retirement plans.

Open your IRA with Fortuna

With Fortuna, by MML Investors Services, you work with your advisor, who understands your needs, and the potential of an advanced digital portfolio.

- Personalized investing advice from your dedicated advisor

- A customized digital portfolio

- Confident, connected investing

You'll benefit from your financial advisor’s guidance combined with the convenience of account access at any time and proactive communications that keep you up-to-date.

Schedule a call with Karen, for personalized IRA advice and step-by-step guidance on opening your IRA today.

GET ON MY CALENDAR TO LEARN MORE

Get a free e-booklet on how to invest with an IRA

* indicates required

CRN202006-231336 - CRN202008-235250 - CRN202012-240508