Back-to-School Budgeting Tips
Submitted by Agrawal Associates on August 23rd, 2018August 22, 2018
Money can be a major stressor for parents this time of year. Spend smarter with these budget-friendly back-to-school tips!
A Personal Approach to Comprehensive Wealth Management
Managing your wealth is more than just managing your investments. It’s about developing a comprehensive plan that focuses on both short-term and long-term goals.
We are dedicated to professionally supporting, educating, and providing informed financial direction to each client, every step of the way.
The 10 Areas of Your Financial Life
At Agrawal Associates Private Wealth Management, we focus on 10 areas of your financial life.
By comprising a plan based on these areas, we believe no stone is left unturned. You will have a precise vision of your financial future, complete with a detailed strategy for getting there.
Investment Management*
Build insightful strategies to protect and grow your portfolio (*Offered through Investors Group Securities Inc.)
Retirement Planning
Alleviate retirement fears with reliable investment solutions, including guaranteed income options
Risk Management
Protect your finances from the unexpected: health or legal issues, job loss, divorce and more
Cashflow Planning
Deep analysis and carefully considered strategies to maximize future growth and effective use
Debt Management
Take control of your debt through proper planning, debt consolidation, and payment prioritization
Estate Planning
Maximize benefits to your beneficiaries while minimizing tax burden and fees
Business Planning
Protect your investments cashflow and assets when buying, selling or running your business
Philanthropic Solutions
Achieve your philanthropic goals through trusts, charitable gifts and donations
Intergenerational Transactions
Strategies to help you transfer wealth to your children, grandchildren and other family members
Integration of All the Above
Every client is unique, and every solution is customized to fit your needs
