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 create one cohesive financial plan and set parts of it on autopilot, so you keep moving towards your goals even when you're not looking at it. Then we monitor and modify it together as your life changes to keep you on track. 

1) We will discuss as is appropriate to your particular situation:     

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

2) 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(s) for you and your particular situation.

3) This is not a one size fits all shop. You have different goals, different timelines, and different starting points from all my other clients, so your plan will not look like anyone else's.