Understanding Today's Financial Environment
Welcome, we are PareShah Financial Services, a wealth strategy organization in Melville, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on co-creating a plan for your financial goals and objectives.Services We OfferMeet the TeamUpcoming EventsContact UsITV Show
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Building Your Legacy
A four-step framework for building a personal legacy.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Calculating your potential Social Security benefit is a three-step process.
Diversification could mean the difference between financial success and failure.
Healthy habits are one of the greatest gifts to give your child.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are you ready for retirement? Here are five words you should consider.
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.