Services
Financial Planning:
Student Loan Pay Down
Budgeting and Saving Strategies
Retirement Planning Including Social Security Analysis
Estate Plan Review
Employer 401(k) / Deferred Compensation Plan Review
Employer Stock Compensation Tax Analysis
Charitable Gifting Strategies
Self-employed Retirement Plan Analysis
Home Purchase and Mortgage Refinance Calculations
Education Funding
Insurance Review: Auto, Home, Umbrella, Life and Disability
Tax Planning
Investment Consulting:
Risk (Loss) Tolerance Assessment
Portfolio Design/Review
Tax Efficient Asset Allocation
Securities (Mostly Mutual Funds / ETFs) Recommendations
Disclaimer
AKrish Financial Advisory (“AKFA”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AKFA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of AKFA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation