Heads you can afford retire, tails you can't.  50/50 shot.  Sound good? No? Well... 47% of households won’t have enough income to support their standard of living in retirement.  That's almost half! How do you know if you are one of them, and what do you do about it? Join us for some tips! May 23, 2023

Heads you can afford retire, tails you can't. 50/50 shot. Sound good? No? Well... 47% of households won’t have enough income to support their standard of living in retirement. That's almost half! How do you know if you are one of them, and what do you do about it? Join us for some tips! May 23, 2023

Heads you can afford retire, tails you can't.&nbsp; 50/50 shot.&nbsp; Sound good? No? Well... 47% of households won’t have enough income to support their standard of living in retirement.&nbsp; That's almost half! How do you know if you are one of them, and what do you do about it? Join us for some tips! May 23, 2023

Are you the 'better' half?

Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r).  He has conducted over 3000 corporate business and real estate transactions throughout his career and is the author planning for business owners (available on Amazon).Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success. Several of which present opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.  Join Neel Shah, ESQ, CFP as he helps bring some clarity and fun to the world of Estate and Financial Planning.

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Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r). He has conducted over 3000 corporate business and real estate transactions throughout his career and is the author planning for business owners (available on Amazon).Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success. Several of which present opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes. Join Neel Shah, ESQ, CFP as he helps bring some clarity and fun to the world of Estate and Financial Planning.

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Are you the 'better' half?

Are you the 'better' half?