Fortune Financial Security Group

Fortune Financial Security Group

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About

We provide custom made finanacial services for the clients to meet their variaty needs in the areas of:

1.Estate planning and living trust.

2.Mortgage Insurance

3.Life insurance

4. Retirement planning

I enjoy my job because I enjoy to help my clients to protect their family by showing the plans can benefits them both financially or legally. And by using the leverage feature of the insurance plan, my clients can enjoy their life in affordable way!

That purpose drive me to work to help my clients relegously in last 30 years and on!


Highlights

5 employees
Serves Oakland , CA

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    Frequently asked questions

    By sitting down with the new clients one on one so I can pay full attention of their appeal, situation and concerns and then base on my understanding what they are looking for, I will be able to design the strateges and plans which would best fit their needs.

    I am a Liscensed financial proffesional with State of California

    I am a LUTCF and have a BA degree.

    I am servicing my clients for 30+ years.


    Services offered

    Financial Services And Planning