Years in Business:
6-10
Clientele:
Pre-retired, Self-employed, Professionals, Medical practitioners, Caregivers
Languages:
English, Hindi, Punjabi, Punjabi, Urdu
Area of Expertise:
Education Planning, Insurance Planning, Investment Planning, Retirement Income Planning, Retirement Planning, Employee/Group Benefit Plans, Business Transition Planning, Executive Compensation and Benefits, Tax Planning, Charitable Giving