Our Firm

Fortune Strategies

With almost 60 years of collective experience working with many of America's richest families, Fortune Strategies brings a unique perspective to estate planning.  Patricia Tanner and James Hodge have spent years cultivating relationships with some of the top professionals in the country, and their network, experience and client focus, create lasting legacies. 

"While we can often reduce the cost of paying estate taxes by 90 percent or more, our greatest satisfaction is ensuring the client's values and vision are successfully passed on to subsequent generations," Tanner and Hodge observe.

Please contact us to discuss your situation with an advisor.

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