Fortunium Wealth Management proudly serves Sun City Center, Florida, delivering specialized retirement planning, financial planning, and insurance solutions tailored for retirees and individuals preparing for retirement. 

Led by Joel Marius, RICP® (Retirement Income Certified Professional), Fortunium provides advanced retirement income strategies designed to help you maximize Social Security, reduce taxes, protect your assets, and create predictable income for life. If you're seeking a financial advisor in Sun City Center, a retirement income planner, or a fiduciary financial planner, Fortunium Wealth Management offers the expert guidance needed to retire with confidence and clarity.

Sun City Center is one of Florida’s most established retirement communities, and residents need a financial advisor who understands the unique challenges and goals of retirement. Fortunium Wealth Management specializes in supporting retirees who need clear guidance on income planning, Medicare decisions, tax strategies, investment management, and long-term care protection.

We proudly serve the greater South Shore area, including Sun City Center, Ruskin, Apollo Beach, Riverview, Wimauma, and Tampa Bay, offering both local and virtual consultations.

As a Retirement Income Certified Professional, Joel Marius helps Sun City Center retirees create dependable, tax-efficient income designed to last 20–30+ years.

Our income planning services include:

• Social Security maximization
• Pension income planning
• RMD and tax-efficient withdrawal strategies
• Income gap analysis
• Longevity and inflation risk planning
• Sequence-of-returns risk management

Your portfolio should match your lifestyle, goals, and risk tolerance during retirement. 

Fortunium offers:

• Retirement-focused investment strategies
• Tactical and strategic asset allocation
• Income-generating investment planning
• Market risk management
• Life Insurance

Transitioning into retirement often involves important rollover decisions. Fortunium assists Sun City Center residents with:

• 401(k) and 403(b) rollovers
• IRA consolidation
• Rollover suitability analysis
• Retirement distribution planning

Protect yourself and your loved ones with strategies that enhance stability and reduce risk:

• Life insurance solutions
• Annuities for guaranteed income
• Long-term care insurance strategies
• Wealth protection and transfer planning

Sun City Center residents benefit greatly from knowledgeable guidance with:

• Medicare Parts A, B, C, D
• Medicare Supplement vs Medicare Advantage
• Prescription drug plan evaluations
• IRMAA tax considerations
• Enrollment timing and planning