Wealth Management & Financial Planning

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Increase Cash Flow

  • Earn Additional Income
  • Manage Expenses
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Proper Protection

  • Protect Against Loss of income
  • Protect Family Assets
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Emergency Fund

  • Save 3-6 Month Income
  • Prepare for Unexpected Expenses

Piyush Patel

Licensed Financial Professional

A financial advisor is often responsible for more than just executing trades in the market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients.

  • A financial advisor is often responsible for more than just executing trades in the market on behalf of their clients.
  • Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients.
  • These plans include not only investments but also savings, budget, insurance, and tax strategies.
  • Advisors further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.

Get a Financial Consultation

About Us

Financial management is the process of planning, organizing, controlling and managing financial resources.

5 steps to financial planning success

Step 1 – Defining and agreeing your financial objectives and goals. …

Step 2 – Gathering your financial and personal information. …

Step 3 – Analysing your financial and personal information. …

Step 4 – Development and presentation of the financial plan.

How Can We Help You?

New Business Opportunities

targeting potential customers listen to their needs

life insurance and annuity

Life insurance and annuities both allow individuals.

Retirement planning

Secure retirement in your working years while securing yourself 

Education Planning

Educational planning has become very important for different factors

Estate Planning – Will & Trust

Estate planning is preparation of tasks for all.

Payroll & Accounting

Financial planning, also called budgeting, is process of setting performance goals

Tax Preparation

Report their business and personal incomes on the same tax forms

Property and casualty insurance

 Types of coverage that protect the stuff you own

We work for

Term Life

Index Universal Life

Survivorship Life

Guarantee Universal Life

Final Expense Life

Fixed Indexed Annuities

Single-Premium Annuities

The Rule of 72

Divide by the interest rate to estimate the number of years it takes for your money to double

Get In Touch With Us

Piyush Patel

732-694-8795

sohambiz@yahoo.com

51 Violet ct, Monroe Twp, NJ 08831