Fortune Financial Security Group Trusted Financial &. Estate Planning Service firm Since 1990 with Integrity
At Fortune Financial Security Group, we take our time to listen to the needs of our clients carefully so we can put ourself into their shoes.
We believe every client’s concerns, goals, concerns, and circumstances are unique and different, and so are our plans.
Then based on the needs of our clients, we help to develop customer tailored strategies that help our client’s aspect such as:
protect assets, reduce taxes, avoid probate, and build up wealth that can be passed on for the generation to come smoothly and securely.
And our commitment doesn’t stop there. We offer ongoing, lifetime service to ensure our financial services can keep working for our clients’ best interests.
A Philosophy of Lifetime Service
We don’t believe in one-size-fits-all plans. Every client’s situation is different. That’s why we take the time to listen, carefully and thoroughly.We don’t just create customer tailored financial strategies, we refine and modify them continually to make sure they match your evolving needs. And when you call or email us, we respond quickly, because long-term planning demands real-time support.
At Fortune Fortune Financial Security Group, LLC ongoing service for life isn’t just a slogan, it’s the routine activity of our business.
Meet the Founder
Mark Zeng is a father of two UC San Diego graduates, a fitness enthusiast, and a dedicated financial professional who’s passionate about helping people achieve their financial security and independence goals.
Through his bestselling book, “The Retirement Shield,” Mark simplifies complex financial topics, like Social Security, lifetime income, taxes, long-term care, and probate, using real- life stories and actionable guidance.
He and His team specialties include:
- Safe money strategies for retirement
- Guaranteed lifetime income planning
- Estate planning with living trusts
- Tax-saving retirement solutions
- Living benefit life insurance policies
- Long-term care funding without draining your savings
Whether you’re planning ahead or already in retirement, Mark’s goal is to give you financial clarity and control, so you can enjoy your future with total peace of mind.
.
Who We Serve
Our services are designed for but not limited to:
- Anyone from early career to retirement in their all life stages and the wealth-management growing needs that concerned them.
- Risk-free secured Retirement building strategies and plans.
- Guaranteed and Sustainable Lifetime income stream plans for all.
- Homeowners looking to avoid probate or for Mortgage protection.
- Middle-class to high-net-worth families seeking how to avoid or reduce taxes legally and professionally.
- Anyone struggling with saving, asset organization, or long-term financial goals.
- Single parents or both parents seeking financial security for their children.
Ready to Take the First Step?
We offer free consultations, policy reviews, and custom planning to help you organize your finances, reduce taxes, and build lasting protection for yourself and your family.
Let us help you plan smarter, protect more, and live better.
