My Services
Anita J Patel specializes in financial planning. 1) We have NO proprietary products. With access to all the financial products and services available through Cambridge Investment Research, we can choose the best product for you and your particular situation. 2) This is not a one size fits all shop. Every portfolio is a little bit different because you have different goals, different timelines, and different starting points from all my other clients. 3) We will discuss:
- Retirement Planning (Social Security, Pensions, IRAs, 401Ks, Annuities)
- Risk Management (Insurance)
- Legacy and Estate Planning (Who you're leaving it to and how)
- College Funding
as is appropriate in your particular situation.
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