Picture of Linda Clifton

    Linda Clifton

    LUTCF®

    MassMutual Tri State - Main Office
    186 Wood Avenue South, Suite 301 Iselin, NJ 08830-2763
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    About Linda

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Qualifications & Personal Information

    • Over 24 years of experience in the Financial Industry
    • Licensed to offer Life and Health Products
    • Licensed to offer Securities Products
    • Licensed to offer Property and Casualty Products
    • Bachelor of Science in Management Science from Kean University
    • Designation for the Life Underwriting Training Council Fellow (LUTCF)
    • Matawan Councilwoman since 2007
    • Resides in Matawan, NJ with husband William Clifton and children William, Robert, and Jaclyn
    • Hobbies include fitness, gardening, golfing, and cooking

    Our Solutions for Life

    The Fortune Wealth Financial Group, LLC genuinely cares about our clients. We offer personal, caring, and compassionate service. We understand that life’s circumstances can be unpredictable. Our team of professionals, with various fields of concentration, is here to help simplify what can sometimes be so confusing.

    We help you navigate all of your financial and service needs, remove any uncertainty, and be there for you when questions arise regarding your finances now – and in the future. Our team is our family and our clients are treated as part of our team… our family.

    Our Promise

    The Fortune Wealth Financial Group, LLC is dedicated to your success. The promise we make as a team is to provide you with the most knowledgeable, committed, and personalized service that we can possibly offer.

    Whatever short and long-term goals you may have, the secret to attaining those goals hinges on proper planning, implementation, and effective execution – as well as the ability to make informed confident decisions.

    Developing an effective strategy requires input from the people you trust. We have built our reputation on being the team that cares about our clients’ financial future.

    Our promise to you is to be as educated and informed as possible on the latest services and products, and to make ourselves available to you when guidance is needed on your journey to financial freedom.

     

    I offer a wide range of Financial Solutions:

    Retirement Planning

    • Retirement Planning
    • Income Continuation Strategies
    • Estate Planning Strategies
    • Analysis and Selection of Asset Allocation
    • Individual Retirement Accounts (IRAs)
    • College Funding Strategies

    Protection and Insurance

    • Life Insurance
    • Fixed and Variable Annuities
    • Disability Income Insurance Protection
    • Long-Term Care Insurance
    • Auto, Home, and Umbrella Insurance

    Investments

    • Mutual Funds

    Business Planning Solutions

    • Ownership Succession Strategies
    • Overhead Protection
    • Key-Person Insurance
    • Buy-Sell Agreement Funding
    • Disability Income Insurance

    Employee Benefits

    • Group Life Insurance
    • Dental Coverage
    • Disability Income Insurance
    • Qualified Retirement, Pension & Profit Sharing Plans
    • 401(k), 403(b), 457(b), and Section 125 Plans
    • SEP & SIMPLE IRAs
    • Long-Term Care Insurance
    • IRAs (Payroll Deduction)
    • Executive Benefits, Key-Person Insurance
    • Group Health Insurance

     

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Delaware, Florida, New Jersey, Pennsylvania

    Linda Clifton LUTCF®, Iselin, NJ

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

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