Gulati Financial & Insurance
Investment Company in Santa Clara, CA
Anil Gulati has been highly successful in delivering financial advice and services to his customers since 1982. Anil's business career concentrates on the areas of wealth preservation strategies consisting of pension, retirement, insurance, investment, estate planning and asset allocation. His clientele consists of high net-worth individuals, executives, business owners and physicians. In discussing his work philosophy, Anil speaks with sincerity and conviction: Our philosophy at Gulati Financial is located upon an extraordinarily demanding code of ethics.
Contact Details
From Website
About Us
read moreWe invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Retirement
read moreWhere will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Money
read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
Investment
read moreInvesting should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
- Get free estimates
- No obligation, no pressure
- Save time and money
Similar Businesses
