Retirement Planning, Estate Planning, Education Planning, Small Business Retirement Planning

Anita J Patel specializes in financial planning. 

If you're like most of my clients, you are smart and over time you have accumulated a number of financial products and accounts. I help you and your family put it all into one cohesive financial plan that we can monitor and modify together to keep you on track. 

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 as is appropriate to your particular situation:     

  • Retirement Planning (Social Security, Pensions, IRAs, 401Ks, Annuities)
  • Risk Management (Life Insurance, Long Term Care, Disability)
  • Legacy and Estate Planning  (Who you're leaving it to and how)
  • College Funding
  • Special Needs