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Gary P. Lux, CFP®

Fortune Strategies, LLC

172 Churchville Ln
Southampton, PA 18966-1503
Phone: (215) 396-9182
Fax: (215) 396-9183

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Household Income Minimum: $150,000
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Government & Military
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.