For Individuals

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. Once we understand your needs, we will begin to design a customized plan using products from top companies in the financial industry. 

Our wide array of services for individuals includes:

Asset Protection
While growth is important, protection is the priority for many of our clients who have worked hard for their wealth and are looking forward to milestones like Retirement.

Life, Disability, and Group Health Insurance are all crucial aspects of a sound financial strategy. We can help you to protect your assets and your family by putting the right insurance in place.

Wealth Transfer
What will happen to your money when you are gone? Are there loved ones or a special charity you would like to support? Do you have a plan in place? We can answer your questions and design a wealth transfer strategy to fit your specific needs.

Educational Funding Strategies
Paying for a child’s education is an expensive, long-term investment that requires a good strategy. We have experience working with many different savings plans and can help guide you to the one that best aligns with your college savings goals.

Investment Management
We provide general investment management and financial counsel for individuals and have the experience and technology to develop a unique plan that’s right for you.

Count on us for help.

President Jagruti Panwala and her professional team are available to help you with any aspects of financial planning. Contact us today to get started.

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