If you are looking for independent, objective financial planning and advice — without account minimums or conflicts of interest — you have come to the right place. We think you will find our philosophies and vision to be both refreshing and compelling.
Bhutani-Palmin works with clients of all income levels and stages of life: young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life.
We specialize in the needs of everyday people. This means easy access to objective and expert advice when and how you need it. We provide as little or as much help as you want – from one-time meetings to address a specific issue to ongoing planning that integrates all aspects of your financial life.
We do not require asset management, long term contracts or income minimums. We do not sell financial products of any kind: we are compensated only by you, the client, for the advice we give on an hourly basis. You can be assured that our recommendations benefit our clients and only our clients.
Thank you for visiting our site. Please navigate through it to find out more about our approach. Then please contact us for a free, no obligation Get Acquainted meeting to discuss how we may help you.
Our Mission Statement is simple:
Through planning and education, we will foster our clients’ understanding of their financial situation, give them tools to build a solid financial foundation, and reduce stress in making financial decisions.
No one plans to fail; they just fail to plan.