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With almost 60 years of collective experience working with some of America’s richest families, Fortune Strategies brings a unique perspective to wealth preservation and estate planning. Both Patricia Tanner and James Hodge have spent years cultivating relationships with some of the most accomplished professionals in the country and their network, combined with their experience and client focus, create lasting legacies. “While we can often reduce the cost of paying estate taxes by 90% or more, our greatest satisfaction is ensuring the client’s values and visions are successfully passed on to subsequent generations”, Tanner and Hodge observe.  Patricia Tanner, CLU, CHFC, CFP; James Hodge, JD, MBA |
