Krishna Wealth Planning
(11 Reviews)
The goal of our planning process is to design a plan that fits your unique path, revolving around your family and the activities that bring meaning to your life.
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Highlights
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In Business Since 2019
CFP Certified
Sentiment Analysis
My husband and I have been working with Neil for a little over a year.
Neil has been doing a good job of understanding our needs, and he takes the time to explain things in a clear and concise manner.
In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan.
We have been doing our own finances for over a decade and a half but decided to go with an advisor this past year due to the rising complexity of managing our portfolio amid evolving legislations.
He maintains scheduled contact regularly and provides articles for further reading/discussion between contacts.
He's helped me consolidate numerous 401K accounts, optimize other investments, and has gotten me on track to retire from my corporate gig in the next few years.
After the market crash in 2020, he worked with me to rebalance my portfolio and take advantage of the situation, which resulted in me actually coming out ahead for the year!
He actively manages the portfolio, comes with recommendations, lays out options with pros and cons along with his point of view and moves forward based on my decision.
He has been helping me for the last 4 years and I am much better prepared financially when it comes to emergency, retirement, estate plan, long term care etc.
He spent numerous hours planning our retirement which has given us the confidence to reach our goals.
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