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Our Services

Bhutani-Palmin Financial Planning is a registered investment advisory and financial planning firm, which provides objective financial advice to people from all walks of life.

Whether you seek advice on a one-time or periodic basis, we can provide the level of services appropriate for your needs. You may engage our services for smaller, topic-specific reviews or for more in-depth projects. Either way, you decide how much financial advice is appropriate. And, since we work solely on an hourly, as-needed basis, there are no conflicts of interest regarding third-party compensation or commissions to color our recommendations regarding the products or services that we recommend.

Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy or pass on what you already have — Bhutani-Palmin Financial Planning LLC can help you along the way.

Our services include advice on issues such as:

  • Retirement planning
  • Portfolio design and asset allocations
  • College funding
  • Employment benefits
  • Estate planning fundamentals
  • 401(k) allocations and rollovers
  • Insurance needs analysis
  • Lump sum distributions
  • Debt reduction
  • Tax planning

We also offer financial check-ups and second opinions – when you need an objective opinion.

Please read about our Planning Process — then contact us to schedule your complimentary, no-obligation Get Acquainted Meeting.