Ankit_Palan logo
Take Action
Ankit_Palan logo

Who I Serve

Make Your Money Work Smarter For You

  • The clients I meet often want to delegate their finances so they can spend more time with their family, career and other interests.
  • I am as invested in your success as you are.
  • That’s why I care to get to know you, so that I can proactively work towards helping you build the life you dream of.
  • Each of my clients have their own set of goals, circumstances and preferences, so I aim to create a customized experience rooted on the values of planning, partnership and accountability.
  • Below are some (but not all!) of the types of clients I work with:
Learn More
Money Work-ankitpalan
Dual Income-ankitpalan

Dual Income & Family Households

You and/or your spouse are earning but between work hours, taking your kids to classes and other responsibilities you’d rather outsource your financial considerations and planning to someone you can trust.
Here are the priorities that I help Dual Income & Family Households with:
  • Reviewing and assessing current savings
  • Establishing a diversified investment strategy
  • Planning and Tracking Progress for Ideal Retirement
  • Evaluating and purchasing necessary life insurance
  • Education planning for kids
Learn More

Pre-Retirees & Retirees

The biggest fear for most folks heading into retirement is the same – “How can I make sure that I don’t run out of money once I retire?” It’s now more important than ever to focus on your retirement and how it is tracking for you and your spouse so that you can enjoy retirement the way you want.
Here are planning considerations that I work with Retirees on:
  • Assess retirement savings and evaluate retirement strategy
  • Optimizing social security based on family history and lifestyle
  • Reviewing cash-flow needed for ideal retirement
  • Evaluating and purchasing necessary Long-Term Care Insurance
  • Planning income distribution to maximize savings during retirement
Learn More
Pre-Retirees-ankitpalan
business woman ankitpalan

Business Owners

Growing a business is a demanding task. As a business owner, you want to make sure that you are taking advantage of tax deductions, diversifying your savings, making your employees happy while putting yourself in position for an early exit/retirement when you desire.
Here are key aspects that I work with Business Owners on:
  • Starting or managing an appropriate retirement plan (ex. 401k, SIMPLE, etc.)
  • Establishing a diversified* investment strategy for excess savings
  • Finding opportunities that seek to maximize tax deductions*
  • Evaluating and purchasing necessary buy-sell life insurance
Learn More
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
*I do not provide tax or accounting advice. Please consult with a Tax Advisor or CPA before engaging in any transaction.

Get In Touch

Ready to take the next step? Book your call with me today!
Book Your Complimentary Consultation
Ankit_Palan logo
contact info
Services
get in touch
Follow me on Facebook and LinkedIn to learn more!
Securities offered through LPL Financial, Member FINRA’S / SIPC . Investment advice offered through Cross Financial Advisors, a Registered Investment Advisor. Cross Financial Advisors and Ankit Palan are separate entities from LPL Financial.  The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Check the  background of the Investment Professional associated with this site on FINRA  

Securities offered through LPL Financial, Member FINRA / SIPC .

Investment advice offered through Cross Financial Advisors, a Registered Investment Advisor. Cross Financial Advisors and Ankit Palan are separate entities from LPL Financial.  The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

Copyright © 2024 Ankits Financial Website
Powered by Ankits Financial Website