Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Planning Strategies

Community participation

We have been actively involved in the local community for more than a decade, we have dedicated our weekends to participation and sponsorship of many local non-profit and charity organizations including:

  • The Indian Medical Assoc. of New England
  • The Indian Assoc. of Greater Boston
  • The Indian Assoc. of New Hampshire
  • The United Indian Association of New England
  • Bangla-o-Biswa
  • New England Kannada Koota
  • New England Marathi Mandal
  • Telegu Association of Greater Boston
  • India New England Multi Media
  • SEWA International
  • Boston Bhangra
  • LearnQuest
  • Hindi Manch
  • Asha for Children
  • Saheli
  • Chinmaya Mission Boston