Take advantage of your
Complimentary Strategy Session
To request free quotes or simply get added information, pick the time below that works best for you:
My highest priority is making sure that I treat each person I interact with as if you're family. That means offering an unbiased professional opinion to make sure you get the best advice for your unique situation. Here are just some of the topics we can cover:
Capturing gains WITHOUT risking stock market losses
Making your money last + grow so you have it when you need it most
Avoiding unnecessary taxes (even eliminating taxes)
Funding, minimizing, or even eliminating the biggest retirement expenses
Answering any of your questions or concerns about your financial health
Making sure you're not overpaying for your life insurance, lacking key benefits, or both
Talk soon!
Paavani Jella
Frequently Asked Questions
What if I already have a Financial Planner?
Not a problem! Because of my broad scope of planning expertise, I can work alongside your financial planner to make sure the best strategies are being used to accomplish your financial goals. This is a win-win for you as you will have many bright minds working for you!
Can you work with my CPA and/or Attorney?
Of course! This is something I do on a regular basis with many of my own clients, as well as those of CPAs and Attorneys. Creating a truly comprehensive financial plan oftentimes requires multiple financial professionals to be involved and working together in harmony.
If I request a call, do I have to work with you?
Nope! This is something that I wanted to offer completely complimentary and without any additional obligations... which may lead you to wonder why I'm doing this! I know that some people will talk to me, and go back to their old ways of planning. HOWEVER, I know that many will see the value in what I do to serve others, and that they will want to move forward in working together.