Broker Check

Personal Planning

We help people how we like to be helped.

PareShah Partners offer a wide range of tools to assist you in making your life financially secure and have helped many families achieve their financial goals. We customize the strategies keeping the welfare of your family in mind at every step of the process. These are tools we offer to help your family attain their financial goals.

  • As a CFP, we help you achieve your envisioned results by developing financial goals. We implement the vehicles needed to create your financial future.

  • We review your current plans and make recommendations to simplify them with the goal of optimizing your overall returns using guaranteed non-streams of income.* 

  • We set up, advise, and manage all 529 plans, including using life insurance as an educational savings vehicle.

  • We review all your assets in your estate and outside of your estate. We help you align your planning, so your assets are distributed to your loved ones in the fashion you desire.

  • We review your financial protection and goals and make recommendations based on what is best suited to cover you and your family through affordable policies.

  • We conduct methodical research, using a blend of fundamental, technical, and behavioral financial analyses. This enables us to stay on top of market trends to offer you the latest and most appropriate advice for financial investments.

  • We offer annuities from various carriers and use them for individual as well as retirement investments. They are reviewed on a regular basis with you.

*Investing involves risk and possible loss of principal. Guarantees referenced are annuity guarantees, which are based on the claims paying ability of the issuing company.