Bhutani-Palmin Financial Planning is a registered investment advisory and financial planning firm, which provides objective financial advice to people from all walks of life.
Whether you seek advice on a one-time or periodic basis, we can provide the level of services appropriate for your needs. You may engage our services for smaller, topic-specific reviews or for more in-depth projects. Either way, you decide how much financial advice is appropriate. And, since we work solely on an hourly, as-needed basis, there are no conflicts of interest regarding third-party compensation or commissions to color our recommendations regarding the products or services that we recommend.
Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Bhutani-Palmin Financial Planning LLC can help you along the way.
Our services include advice on issues such as:
- Cash flow planning
- College funding
- Debt reduction
- Employment benefits
- Estate planning fundamentals
- 401(k) allocations and rollovers
- Insurance needs and analysis
- Investment planning
- Lump sum distributions
- Portfolio design and asset allocations
- Retirement funding
- Retirement distributions
- Tax planning
In addition we also offer financial check-ups or second opinions on any of the above areas, along with specialized portfolio consulting services, financial seminars and general consumer financial education.
Our mission is simple:
Through knowledge, planning and advice, provide our clients with tools they can use to build a sound financial foundation and achieve their life goals. Through education, foster our clients’ understanding of their financial situation and reduce stress surrounding financial decisions making.
Please read about our Planning Process -- then click the Contact Us button on this site to schedule your complimentary, no-obligation Get Acquainted Meeting. |
