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290 Union Square Dr,
Jagruti Panwala, owner and president of Wealth Protection Strategies, spent many years working in various positions in the hotel industry. She now owns several hotels herself and understands the needs and concerns of business owners. This experience gives her the insight to help business owners reach their goals and create their legacy.
We offer a wide range of flexible solutions, tailored to fit your business, from a broad range of top companies in the financial industry. Our business planning services include:
Setting Up TrustsWe have relationships with tax and legal professionals who can help us and our business owner clients come up with tax-efficient solutions and build a trust that can help sustain their businesses. Having a trust for your business can be crucial, and our professionals can help.
Exit Planning It is important to have a plan for when you eventually exit your business, whether it’s selling, going public, or transferring it to a family member. Whatever you decide, a succession plan can be critical for ensuring a smooth transition and organized transfer of ownership.
Buy/Sell StrategiesOne way to help safeguard your business and protect it from a loss of revenue can be to create a buy-sell agreement. Beyond offering advice on the agreement, we can work with your attorney to help determine the right type of agreement.
InsuranceWe can help with many business owner insurance needs, such as key employee insurance and life insurance, and work with carriers across the board. We also help business owners obtain life insurance policies as collateral for small business owners.
President Jagruti Panwala and her professional team are available to help you with any aspects of financial planning. Contact us today to get started.
Representatives of Royal Alliance. do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.