EnFin Wealth Management Financial and Insurance Services

510.789.2411

Neepa@enfinwealth.com

Primary Location:
    2201 Walnut Ave., Suite 140, Fremont, CA 94538

   Other locations:
   101 Metro Dr Ste 550, San Jose, CA;

   3003 Oak Road, Ste 250, Walnut Creek, CA 94597

   

Individuals/Families

We provide holistic strategies to help you prepare for a secure future. Bolstered by our high ethical standards, our knowledgeable, committed, trustworthy advisement is designed to help you meet your goals. Let us help you grow and protect your wealth so that you can spend time enjoying life the way you should.

Whether you are just beginning to accumulate wealth or are high net-worth individuals looking for tax reduction and advance planning strategies, we have a variety of solutions to meet your needs.

Retirement Planning:

IRA/Roth IRA    Employer offered plan review    Retirement income needs

College Savings:

Education Savings    College cost analysis    College savings options

Investment Strategies:

Stocks/bonds/Mutual Funds    Annuities    Brokerage Services

Employer Offered Benefits:

Restricted stock Units    Employee stock options    Deferred compensation and other executive benefits    Pension plan selection

Protection:

Life & Disability planning    Long Term Care Planning strategies

Financial Planning:

Cash flow & budget study    Review of savings & investments    Retirement income needs    Protection Analysis

Estate and Legacy Planning:

Estate Preservation    Advanced planning to reduce estate tax liabilities    Tax reduction strategies    Charitable giving

Businesses

It takes persistence, hard work, vision, and acumen to build a successful business. However, business planning doesn’t end with success. Every thriving business needs protection and planning for the present, as well as future goals. We can put our training, expertise, and in-depth knowledge to help you protect your effort and assets through a variety of planning strategies and tools, including:

Executive Benefits Planning (for high employee loyalty and retention):

Executive bonus plans    Deferred compensation    Non-qualified Executive Fringe Benefits

Employee Benefits:

Pension, profit sharing and 401(k) plans    Non-qualified retirement plans
SEP/Simple IRAs    Life and Disability Income Insurance

Business Continuation Planning:

Funding options    Buy/Sell Strategies    Succession planning    Key person Insurance

Neepa Shah is a registered representative and offers securities and investment advisory services and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 3003 Oak Rd, Suite 250, Walnut Creek, CA 94597. EnFin Wealth Management Financial and Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0G85120.