510.789.2411
Neepa@enfinwealth.com
Primary Location:
2201 Walnut Ave., Suite 260, Fremont, CA 94538
Other locations:
2150 N. First Street, Suite 500, San Jose, CA 95131
6701 Koll Center Parkway, Suite 140
Pleasanton, CA 94566
Individuals/Families
I provide holistic strategies to help you prepare for a secure future. I am committed to being a trusted advisor through high ethical standards and knowledgeable advisement designed to help you meet your goals. Allow me to 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, my advisement can offer a variety of solutions aimed at meeting your needs.
Retirement Planning:
IRA/Roth IRA Employer offered plan review Retirement income needsCollege 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 strategiesFinancial Planning:
Cash flow & budget study Review of savings & investments Retirement income needs Protection AnalysisEstate and Legacy Planning:
Estate Preservation Advanced planning designed to reduce estate tax liabilities Tax reduction strategies Charitable givingNeither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personall attorney legal or tax counsel for advice on specific legal and tax matters. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
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. I can provide in-depth knowledge backed by my training and expertise 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 BenefitsEmployee Benefits:
Pension, profit sharing and 401(k) plans Non-qualified retirement plansSEP/Simple IRAs Life and Disability Income Insurance
Business Continuation Planning:
Funding options Buy/Sell Strategies Succession planning Key person InsuranceNeepa Shah is a registered representative and offers securities and investment advisory services and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory address: 6701 Koll Center Parkway, Suite 140, Pleasanton, CA 94566. Phone: (925) 979-2300. 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.