We are a financial planning firm with a holistic approach to your financial future.
We are a holistic financial planning firm based in Roswell, GA. Our core focus is on offering fee based financial services and solutions to ensure the overall financial wellbeing of our clients. Here at Fortuneline Financial we understand that financial planning for your future is scary and uncertain, especially in today’s economy. Rest assured that in our hands we have helped clients with all types of backgrounds successfully and happily realize their financial aspirations. We want to help make that dream become a reality for you and your loved ones.
College education and its growing cost is making it necessary to ensure proper planning. Planning can start as early as the kids are born. Considering the financial commitment earlier makes the overall financial goals more achievable. This is an elementary building block in a sound financial plan. There are several options out there from 529 plans to mutual funds, how do you know which is one right for you and your children. We will help you navigate the endless options and help strengthen this element of your financial plan.
I started my journey in this field in 2002. Financial planning industry was full of brokerage and Insurance sales. The Financial planning field itself was at its young age. I started working at a brokerage house after completing my CFP coursework. I got my investment licenses and soon realized that it was mostly all about selling products and making commissions. I took the opportunity to learn about various products and the overall financial industry. I transitioned to work as a Personal Banker with leading Banks for few years before I started working in the Taxation field. I saw this as an opportunity to help individuals, which aligned with my personal values more than just selling financial instruments. I successfully ran and operated my own Insurance Business in Duluth, GA for Allstate Insurance. Looking back, I believe today that I am well equipped with the comprehensive financial knowledge and competence to serve my clients and put their interest first with an outstanding level of service.
Whether you are starting out, or planning to retire soon, from tackling personal decisions to reaching important milestones, my job is to guide you on the path of success. I am committed to excellence and go the extra mile to make sure my clients are fully satisfied with our work. I partner with companies who have been serving satisfied customers for over 80 years. I can offer quality financial advice that is affordable and provide easy access for you to contact me in person, over the phone, or through my website – wherever and whenever you need. I know how important price and service are for a long-lasting relationship.
As a CFP® professional I am trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.
Contact me today for an initial consultation and find out more about how we can work together. I look forward to helping individuals and families like yours protect and grow their assets.
Our mission is to help our clients Grow, Protect, & Give their financial resources through all aspects of their life to ensure financial peace of mind.
Our vision is to build long term prosperity for our clients and build a stronger sense of community.
Trust is imperative to any sound financial advice. We build trust through:
As first-generation immigrants we believe in conservative family values and make it a bedrock foundation of our financial plans.
Is the most important trait in earning and retaining your trust. We never compromise our principles for any reason.
We disclose all facts and fees for you to make an informed financial decision.
• Long Term Relationships
We believe in fostering long term relationships with our clients. We will not compromise short term gains for long term sound results