Financial Planning Services

Whether you just need a little guidance or a holistic financial plan, we are here to help you define your dreams. We take our roles as trusted advisors seriously. We use strategies and techniques developed over multiple market cycles. We will never recommend a product that we wouldn’t invest our own money in. Every day, we affirm our clients’ trust and confidence in our approach to personal finance.

Every Portfolios account is managed by the professionals at NRI Wealth. You’ll get:
⦁ Premium services for each our clients with unlimited guidance from a Certified Financial Planner, professional
⦁ Access to diversified portfolio diversification to help manage risk and pursue growth
⦁ Access to a portfolio that is handpicked by professionals designed for today’s volatile markets
⦁ Exposure to a wide range of asset classes
⦁ Ongoing investment monitoring and portfolio rebalancing to stay on track.

Financial Planning

Financial plans and financial planning include, but are not limited to:

⦁ Life Insurance
⦁ Education Planning  (529 Plans)
⦁ Estate Planning

⦁ Portfolio Management
⦁ Stock Option Planning/RSU/ESPP
⦁ Retirement Plans

⦁ Defined Benefit Plan
⦁ 401(K) Retirement Plans
⦁ Traditional IRA

⦁ Roth IRA
⦁ Managed Money Accounts
⦁ Asset Protection Strategies

⦁ Buy/Sell Agreements
⦁ Key Person Life Insurance
⦁ Disability Income Insurance

⦁ Long Term Care Insurance
⦁ Investment Management Strategies

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