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Grow • Protect • Give

Overview

Why Fortuneline Financial?

We perform our own research and do not rely on standard asset allocations alone. The CFP© designation is recognized as the gold standard of excellence for competent and ethical financial planning.

As a first-generation immigrant minority owned business, we are uniquely positioned to help our clients through challenging financial situations.

We are Fiduciary

Fortuneline Financial

We are Independent

Fortuneline Financial

We are Competent

Fortuneline Financial

We are Unique

Fortuneline Financial

We are bound by law to keep our client’s interest ahead of our own interest. Not all Financial Planners are fiduciary.

Since we are a fee-based company, we do not get paid commissions for the sale of investment products.

We perform our own research and do not rely on standard asset allocations alone. The CFP© designation is recognized as the gold standard of excellence for competent and ethical financial planning.

As a first-generation immigrant minority owned business, we are uniquely positioned to help our clients through challenging financial situations.

We are Fiduciary

Fortuneline Financial

We are bound by law to keep our client’s interest ahead of our own interest. Not all Financial Planners are fiduciary.

We are Independent

Fortuneline Financial

Since we are a fee-based company, we do not get paid commissions for the sale of investment products.

We are Competent

Fortuneline Financial

We perform our own research and do not rely on standard asset allocations alone. The CFP© designation is recognized as the gold standard of excellence for competent and ethical financial planning.

We are Unique

Fortuneline Financial

As a first-generation immigrant minority owned busines, we are uniquely positioned to help our clients through challenging financial situations.

As a first-generation immigrant minority woman financial planner, we are uniquely positioned to help our clients through any financially situation and put them on the path to financial stability and success. We specialize in financial planning for immigrant families and strong independent women who have both worked hard to create an identity for themselves against all odds. There is a dire need for immigrants and women today to be financially savvy through all aspects of their life. If you are just starting out in your career, or are an established career person, married, divorced, or just lost a life partner, you need emotional and financial stability. There are several avenues to find emotional support through family and friends, but very few to provide an objective sound financial advice. This makes us different from the rest.

Education Planning

Education Planning

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INVESTMENT PLANNING

INVESTMENT PLANNING

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TAXATION PLANNING

TAXATION PLANNING

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INSURANCE PLANNING

INSURANCE PLANNING

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ESTATE PLANNING

ESTATE PLANNING

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RETIREMENT PLANNING

RETIREMENT PLANNING

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