Eric Alikhani
Just like my clients, I believe that one’s wealth is their merit and should stay with them and their family. Wealth preservation through implementation of tax saving solutions and asset protection is a priority to me as much as to my clients.
Eric Alikhani
Just like my clients, I believe that one’s wealth is their merit and should stay with them and their family. Wealth preservation through implementation of tax saving solutions and asset protection is a priority to me as much as to our clients.
With extensive financial planning experience and a strong commitment to client satisfaction, I provide tailored financial solutions to individuals, entrepreneurs, family businesses and corporations to preserve and grow their wealth.
I provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs.
My philosophy is to absorb and assess my client’s unique banking and financial needs and coordinate strategies for wealth and estate planning, tax planning, retirement planning, investment management, executive compensation around their personal and business interests.
I am a part of a large network of professionals and have access to expert accounting, legal, underwriting and actuary services. I will go out of my way to ensure that my clients’ expectations are met and even exceeded. Excellent results require excellent investment and taking the time to pick the right financial advisor is the smartest investment you need to make if you want results to be proud of.
I can help you accomplish financial peace by choosing the right plan.
I can help you accomplish financial peace by choosing the right plan.