Shweta Patel Licenced Financial Professional

Shweta specializes in investment management, retirement planning, estate planning, insurance, and comprehensive financial planning for individuals and families

Shweta works with clients to develop a personalized retirement plan that ensures they can retire comfortably, factoring in savings, investments, and other income sources

Yes, Shweta provides tailored financial strategies for both individuals and families to help them meet their unique financial goals

You can start by scheduling a consultation with Shweta to discuss your financial situation, needs, and goals. Contact details and appointment scheduling are available on her Sulekha profile

Yes, Shweta has extensive experience in managing investments, helping clients build and diversify their portfolios to maximize returns while minimizing risk

Shweta assists clients with creating wills, trusts, and other estate planning tools to ensure their assets are distributed according to their wishes and to minimize estate taxes

Yes, Shweta provides guidance on selecting the right insurance policies to protect individuals and families from financial risks, including life, health, and long-term care insurance

Shweta's approach is highly personalized, focusing on understanding each client’s goals and designing a plan that aligns with their specific needs and aspirations

Regular reviews are recommended, typically on an annual basis, or as life circumstances change, such as retirement, marriage, or the birth of a child. Shweta will guide you on the best schedule for updates

The cost of services may vary based on the complexity of your financial needs. It’s best to schedule a consultation to discuss pricing and tailor a financial plan that fits your budget