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

Copyright © 2017 by AKrish Financial Advisory. All Rights Reserved.