At Wealth Protection Strategies, we help individuals pursue their financial goals and create their legacy for future generations. We begin with our client-centered process, where we take the time necessary to get to know you and your unique financial situation. Only after we understand your needs do we begin to design the solutions and offer the products to help you reach your goals.
We offer a wide range of personal solutions for individual needs, using products across the top companies in the financial industry. Some of the personal solutions we offer include the following:
While growth is important, protection comes first for a lot of our clients. They have worked hard for their wealth and are looking forward to life milestones, such as retirement.
Life, disability, and group health insurance are all crucial aspects of a financial strategy. Learn how to protect yourself and your family from the unexpected.
Are your loved ones going to be taken care of when you are no longer here? Are you passionate about any charities or organizations that you would like to transfer your wealth to? We can help you answer these questions and come up with a wealth transfer strategy that is right for your situation.
Educational Funding Strategies
Paying for a child or grandchild’s education is a long-term investment and important goal for most families. We have experience in many different savings plans and are able to help guide you to one that is right for your college savings goals.
We are also able to help with general investment management and financial strategies. The tools available to us allow us to create customized strategies for each and every one of our clients.
President Jagruti Panwala works with a team of professionals dedicated to creating a customized strategy for their needs. Contact us today to learn more.