\n\n\n- A clear plan to optimize your retirement cash flow while minimizing taxes<\/span><\/li>\n
- Comprehensive cash flow planning to ensure you have a solid financial foundation for retirement<\/span><\/li>\n
- Expert guidance on when to collect CPP and OAS so that you can get the most out of your government benefits<\/span><\/li>\n
- Will and estate tax planning to minimize tax bills for your loved ones after you\u2019re gone<\/span><\/li>\n
- Defined Benefit Pension planning to help you navigate the complexities of commutation<\/span><\/li>\n<\/ul>\n<\/td>\n
\n\n- An ideal retirement spending plan tailored to your desired lifestyle<\/span><\/li>\n
- Three months of post-delivery support from our team of financial experts to answer questions and provide guidance<\/span><\/li>\n
- Discounted plan updates after delivery so that you can stay on track with your retirement goals<\/span><\/li>\n
- Tax management strategies surrounding the accumulation and decumulation of investments to complement your estate and retirement plans<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
[\/et_pb_tab][et_pb_tab title=”Household Financial Plan” _builder_version=”4.18.0″ _module_preset=”default” body_font=”||||||||” body_text_color=”#14502D” body_font_size=”20px” global_colors_info=”{}”]<\/p>\n $2000<\/h2>\nFor households looking to build a clear retirement and estate plan.<\/h4>\n <\/p>\n \n\n\n\n\n \n \n- Everything in the Individual Financial Plan, plus\u2026<\/span><\/li>\n
- Spousal income splitting optimization to help you maximize your tax efficiency<\/span><\/li>\n
- Withdrawal strategies from registered accounts that take into consideration both spouses\u2019 relocations<\/span><\/li>\n
- Expert guidance on the optimal CPP and OAS timing that complements the planning of both spouses<\/span><\/li>\n
- Stress tests to ensure the plan\u2019s viability if one spouse or partner dies prematurely<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/td>\n
\n\n- Equalizing average tax rates between spouses to maximize your tax efficiency<\/span><\/li>\n
- Three months of post-delivery support to answer questions, clarify concepts, and discuss any financial planning-related issues that may arise<\/span><\/li>\n
- Discounted plan updates after delivery, so you can ensure that your retirement plan stays up-to-date with your changing needs<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
[\/et_pb_tab][et_pb_tab title=”Corporate Plan” _builder_version=”4.18.0″ _module_preset=”default” body_font=”||||||||” body_text_color=”#14502D” body_font_size=”20px” global_colors_info=”{}”]<\/p>\n $3500<\/h2>\nFor professionals and small business owners with a corporation.<\/h4>\n <\/p>\n \n\n\n\n\n \n \n- Everything in the Household Financial Plan, plus\u2026<\/span><\/li>\n
- <\/i>Corporate income and tax planning to ensure that your corporation is operating as efficiently as possible<\/span><\/li>\n
- <\/i>Capital Dividend Account administration and utilization to help you maximize your tax efficiency<\/span><\/li>\n
- <\/i>Expert guidance on transferring assets from the corporate to the personal level in a tax-efficient and timely manner<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/td>\n
\n\n- Alternative retirement scenarios with detailed cash flow and tax analysis, including real estate sales, delaying CPP, inheritance, and business sales<\/span><\/li>\n
- <\/i>Three months of post-delivery support for answering questions, clarifications, and discussions<\/span><\/li>\n
- <\/i>Discounted plan updates after delivery, so you can ensure that your retirement plan stays up-to-date with your changing needs<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
[\/et_pb_tab][\/et_pb_tabs][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_row column_structure=”1_4,3_4″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” _builder_version=”4.18.0″ _module_preset=”default” width=”100%” max_width=”100%” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.18.0″ _module_preset=”default” background_image=”https:\/\/financialadvise.ca\/wp-content\/uploads\/2023\/05\/Untitled-design-2.jpg” background_position=”top_center” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” height_tablet=”450px” height_phone=”300px” height_last_edited=”on|phone” custom_padding=”||||true|false” global_colors_info=”{}”][\/et_pb_text][\/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”7%|7%|7%|7%|true|true” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” header_2_font=”|300|||||||” header_2_font_size=”42px” global_colors_info=”{}”]<\/p>\n \n \n \n \n \n \n How Does The Process Work?<\/h2>\n<\/div>\n<\/div>\n<\/div>\n\n \n <\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n [\/et_pb_text][et_pb_divider color=”#ad8330″ divider_weight=”2px” _builder_version=”4.21.0″ _module_preset=”default” width=”100px” module_alignment=”left” custom_margin=”20px||2px||false|false” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”||||||||” global_colors_info=”{}”]<\/p>\n Retiring is a significant milestone, and I understand its importance. Unlike relying on general guidelines or guesswork, my established process ensures that you can retire confidently. With my approach, you can spend your retirement without fear of running out of money.<\/p>\n Take a look at my process below.<\/h3>\n<\/ol>\n[\/et_pb_text][et_pb_toggle title=”Step 1 – Let’s start by getting to know each other” open_toggle_text_color=”#ad8330″ open_toggle_background_color=”RGBA(255,255,255,0)” closed_toggle_background_color=”RGBA(255,255,255,0)” icon_color=”#ad8330″ toggle_icon=”E||divi||400″ use_icon_font_size=”on” icon_font_size=”20px” open_icon_color=”#ad8330″ open_toggle_icon=”B||divi||400″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.21.0″ _module_preset=”default” title_font=”Barlow|300|||||||” title_font_size=”20px” closed_title_font=”Barlow|300|||||||” closed_title_font_size=”20px” body_font=”Barlow|300|||||||” border_width_all=”0px” border_width_bottom=”1px” border_color_bottom=”#d4d4d4″ global_colors_info=”{}”]<\/p>\n I’ll help you discover your dream retirement and the people you want to experience it with. I will guide you through the entire process of helping you select a plan that suits your needs.<\/p>\n [\/et_pb_toggle][et_pb_toggle title=”Step 2 – Gathering the information” open_toggle_text_color=”#ad8330″ open_toggle_background_color=”RGBA(255,255,255,0)” closed_toggle_background_color=”RGBA(255,255,255,0)” icon_color=”#ad8330″ toggle_icon=”E||divi||400″ use_icon_font_size=”on” icon_font_size=”20px” open_icon_color=”#ad8330″ open_toggle_icon=”B||divi||400″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.21.0″ _module_preset=”default” title_font=”Barlow|300|||||||” title_font_size=”20px” closed_title_font=”Barlow|300|||||||” closed_title_font_size=”20px” body_font=”Barlow|300|||||||” border_width_all=”0px” border_width_bottom=”1px” border_color_bottom=”#d4d4d4″ global_colors_info=”{}”]<\/p>\n Once you choose your plan, our team will email you a welcome message. It will have a questionnaire for you to fill out, which helps us gather important information. After you complete the questionnaire, we’ll schedule a meeting to discuss it in more detail and better understand your goals and values.<\/p>\n [\/et_pb_toggle][et_pb_toggle title=”Step 3 – Plan Presentation: Collaborating on Your Customized Plan” open_toggle_text_color=”#ad8330″ open_toggle_background_color=”RGBA(255,255,255,0)” closed_toggle_background_color=”RGBA(255,255,255,0)” icon_color=”#ad8330″ toggle_icon=”E||divi||400″ use_icon_font_size=”on” icon_font_size=”20px” open_icon_color=”#ad8330″ open_toggle_icon=”B||divi||400″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.21.0″ _module_preset=”default” title_font=”Barlow|300|||||||” title_font_size=”20px” closed_title_font=”Barlow|300|||||||” closed_title_font_size=”20px” body_font=”Barlow|300|||||||” border_width_all=”0px” border_width_bottom=”1px” border_color_bottom=”#d4d4d4″ global_colors_info=”{}”]<\/p>\n We believe the best plan is one that you can actually use, so we take your input seriously while fine-tuning your plan. We’ll meet again to show you the final plan we’ve put together. We’ll also review and make adjustments to ensure it meets your goals. It usually takes 1 to 2 weeks after you submit your forms to receive the completed plan.<\/p>\n [\/et_pb_toggle][et_pb_toggle title=”Step 4 – Plan delivery & implementation” open_toggle_text_color=”#ad8330″ open_toggle_background_color=”RGBA(255,255,255,0)” closed_toggle_background_color=”RGBA(255,255,255,0)” icon_color=”#ad8330″ toggle_icon=”E||divi||400″ use_icon_font_size=”on” icon_font_size=”20px” open_icon_color=”#ad8330″ open_toggle_icon=”B||divi||400″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.21.0″ _module_preset=”default” title_font=”Barlow|300|||||||” title_font_size=”20px” closed_title_font=”Barlow|300|||||||” closed_title_font_size=”20px” body_font=”Barlow|300|||||||” border_width_all=”0px” border_width_bottom=”1px” border_color_bottom=”#d4d4d4″ global_colors_info=”{}”]<\/p>\n At this point, you’ll have the knowledge and confidence to make informed decisions about your retirement plan. Many clients realize the importance of continuous guidance and services. While meeting the minimum investment requirement, I take care of implementing your plan. You can also choose to partner with me for ongoing investment management, retirement income, and tax planning services.<\/p>\n [\/et_pb_toggle][et_pb_button button_url=”https:\/\/calendly.com\/info-financialadvise” url_new_window=”on” button_text=”BOOK A MEETING” _builder_version=”4.21.0″ _module_preset=”default” custom_margin=”28px|||||” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n OUR PROCESS<\/h1>\n[\/et_pb_text][et_pb_divider color=”#ad8330″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_icon font_icon=”||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_icon][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Let’s Talk<\/strong><\/h2>\nWe get to know you and your goals. <\/span><\/p>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_icon font_icon=”h||divi||400″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_icon][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Your Financial Plan<\/strong><\/h2>\nWe implement a financial plan to achieve your goals. <\/span><\/p>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_icon font_icon=”||fa||900″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_icon][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Financial Freedom<\/strong><\/h2>\nFreedom to do the things you love.\u00a0<\/span><\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n OUR SERVICES<\/h1>\n[\/et_pb_text][et_pb_divider color=”#ad8330″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”BUSINESS OWNERS” front_src=”https:\/\/financialadvise.ca\/wp-content\/uploads\/2022\/06\/Business-owner-300×200.jpg” front_background_color=”#14502D” back_body=”<\/p>\n What is the best structure for your business? How can business assets be organized in the most tax-efficient manner? How to maintain stability in the business?<\/span><\/p>\n” button_text=”Business Owners” button_url=”\/BUSINESS-OWNERS” button_url_new_window=”on” back_background_color=”#ad8330″ _builder_version=”4.21.0″ _module_preset=”default” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”22px” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”FINANCIAL PLANNING” front_src=”https:\/\/financialadvise.ca\/wp-content\/uploads\/2022\/06\/financial-planning.jpg” front_background_color=”#14502D” back_body=”<\/p>\n Financial Planning is a step by step process of evaluating a person\u2019s present money situation and his long term monetary goals and then constructing a strategy to achieve these goals.<\/span><\/p>\n” button_url=”\/fee-for-service-financial-planning\/” back_background_color=”#ad8330″ _builder_version=”4.21.0″ _module_preset=”default” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”22px” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”MEDICAL PROFESSIONALS” front_src=”https:\/\/financialadvise.ca\/wp-content\/uploads\/2022\/06\/medical.jpg” front_background_color=”#14502D” back_body=”<\/p>\n While most people start their career at their early twenties it’s altogether a different scenario for medical professionals.<\/span><\/p>\n” button_url=”\/MEDICAL-PROFESSIONALS” back_background_color=”#ad8330″ _builder_version=”4.21.0″ _module_preset=”default” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”22px” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”LIFE INSURANCE” front_src=”https:\/\/financialadvise.ca\/wp-content\/uploads\/2022\/06\/Life-ins.jpg” front_background_color=”#14502D” back_body=”<\/p>\n Life insurance is beneficial if someone depends on you financially such as a spouse, kids, parents, grandparents, brother or sister. <\/span><\/p>\n” button_url=”\/life-insurance” back_background_color=”#ad8330″ _builder_version=”4.21.0″ _module_preset=”default” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”22px” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”INVESTMENTS” front_src=”https:\/\/financialadvise.ca\/wp-content\/uploads\/2022\/06\/investments.jpg” front_background_color=”#14502D” back_body=”<\/p>\n We can help you invest in the right ways for your needs by reviewing your portfolio and making recommendations that meet your goals.<\/span><\/p>\n” button_url=”\/FINANCIAL-PLANNING” back_background_color=”#ad8330″ _builder_version=”4.21.0″ _module_preset=”default” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”22px” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”TRAVEL INSURANCE” front_src=”https:\/\/financialadvise.ca\/wp-content\/uploads\/2022\/06\/travel-300×200.jpg” front_background_color=”#14502D” back_body=”<\/p>\n Insurance for those visiting Canada, Supervisa Insurance, and Snowbird Insurance<\/span><\/p>\n” button_url=”\/TRAVEL-INSURANCE” back_background_color=”#ad8330″ _builder_version=”4.21.0″ _module_preset=”default” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”22px” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”FEE BASED FINANCIAL PLANNING” front_src=”https:\/\/financialadvise.ca\/wp-content\/uploads\/2023\/06\/Untitled-design.jpg” front_background_color=”#14502D” back_body=”<\/p>\n Discover the convenience and peace of mind of an integrated financial advisory firm, where I create a comprehensive financial plan, ensuring all aspects of your finances are covered.<\/p>\n ” button_url=”\/fee-for-service-financial-planning\/” back_background_color=”#ad8330″ _builder_version=”4.21.0″ _module_preset=”default” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”22px” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#14502D” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_slider _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_slide heading=”Happy Clients” _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “We were introduced to Munish Mehan by our accountant. We operate 2 dental clinics and were fortunate to have had 3 exceptional years where we grossed five times our normal annual revenue. We were very nervous about where to invest that money so that it would be safe, creditor protected and still growing. Munish Mehan analysed our situation and found us to be good candidates for a Financial Plan along with Insurance & Investments. We also needed life insurance to fund our buy\/sell partnership agreement. We had a bad experience with life insurance in the past and didn\u2019t want to repeat our mistakes. But when he showed us how we could set ourselves up for retirement, leave a legacy for all of our children through these products, we saw it as the perfect solution. I would highly recommend Munish Mehan and his team for their creative solutions, professionalism, thorough in-depth attention to detail, and the way he took a complex situation and simplified it for us.”<\/span><\/p>\n– Ron B.<\/p>\n [\/et_pb_slide][et_pb_slide heading=”Happy Clients” _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Munish Mehan helped us with financial planning. Earlier, we thought having an investment is same as financial plan. Munish helped us with a financial plan and to understand the difference. He has been so amazing throughout the process. He takes care of all our investments and insurance also. Having a growing business, It was so busy for me to look at my finances everyday. Thanks Munish as we are on right track with your advise.<\/span>“<\/span><\/p>\n– Monica & Salman<\/span><\/p>\n[\/et_pb_slide][et_pb_slide heading=”Happy Clients” _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Munish is customer centric. He provided me with great choices and explained in detail each of the options suggesting what may or may not work depending upon my profile. His knowledge in financial planning and customer care is awesome. I am happy to be his client<\/span>.”<\/span><\/p>\n– Venkat Sundaram <\/span><\/p>\n[\/et_pb_slide][et_pb_slide heading=”Happy Clients” _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Mr.Munish Mehan is a great individual who has helped me and my family with the complex world of finances and wealth management. We were treated with professionalism and felt at ease with the knowledge Mr.Munish provided us to make the best decision for us. Highly recommend him to everyone.<\/span>“<\/span><\/p>\n– Dhruv Sharma\u00a0<\/p>\n <\/div>\n [\/et_pb_slide][et_pb_slide heading=”Happy Clients” _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Munish Mehan is outstanding! I am a CPA and we run a big practice. Munish made a comprehensive financial plan for me. He collected all the required data from me before recommending anything. I knew that It takes time & effort to make a good financial plan. I am right on track, though I know a lot of stuff but still I needed a financial planner. You cant be your own teacher, doctor, accountant, trainer, dentist, or a financial planner. Its not the matter of how you should do it but what matters is who can do it for you in the right manner. Don\u2019t fret over your finances and let the right people handle them. Munish is honest, transparent, and excellent at explaining everything relevant to a financial plan. Highly recommended!<\/span>“<\/span><\/p>\n– Jasneet Kaur<\/p>\n [\/et_pb_slide][et_pb_slide heading=”Happy Clients” _builder_version=”4.18.0″ _module_preset=”default” custom_padding=”0px|0px|0px|0px|false|false” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Being in the medical field and keeping track of day-to-day financial activities is hard. I have been working with Munish for the last 2-3 years. He has been of great help to me as a Financial planner. We discussed my goals and objectives and Munish had useful suggestions for me. On the other hand, I was having trouble finding a good insurance company for my mom. He was very patient with me, and very helpful in finding a suitable company with the best price available. He also identified and recommended planning needs like making wills and other important documents. Moreover, Munish helped me with my insurance as well. I would recommend him as he is very knowledgeable and such a pleasant professional to work with. He works hard, replies readily to my inquiries and has been of great help. Thanks Munish!<\/span>“<\/span><\/p>\n– Marwa Ahmed<\/span><\/p>\n[\/et_pb_slide][\/et_pb_slider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_row disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_code _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”] | | | | | |
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