Financial Planning Services by Mehta Financial Group, LLC

Brokerage & Advisory Accounts: We offer both brokerage and advisory accounts, providing flexibility in how you manage your investments while receiving expert guidance and support to meet your financial goals through comprehensive financial planning. 

Fee-based Active Wealth Managed Accounts: Our fee-based active wealth management accounts deliver personalized investment strategies with ongoing monitoring, designed to help you grow and preserve wealth while aligning with your financial objectives. 

Customized Portfolios: We create bespoke investment portfolios tailored to your specific needs, goals, and risk tolerance, ensuring your portfolio remains aligned with your long-term financial vision by incorporating effective wealth management practices. 

IRAs (Traditional, Roth, Rollover, SEP, SIMPLE): We assist in setting up and managing various types of IRAs, offering tax-efficient insurance solutions to save for retirement based on your unique situation and retirement timeline. Solo 401(k): We help self-employed individuals and small business owners establish a Solo 401(k), which provides an excellent retirement savings option with higher contribution limits compared to traditional IRAs. 

529 College Savings Plans: We assist you in planning for your child’s future education with tax-advantaged 529 College Savings Plans, allowing you to save efficiently for rising tuition costs while considering your overall financial planning. 

Common Stock: We offer investment opportunities in common stock, providing ownership in publicly traded companies and the potential for capital appreciation and dividends. 

Preferred Stock: Invest in preferred stock for a potentially more stable income stream and priority over common stockholders in the event of liquidation, balancing risk and return within your wealth management strategy. 

Bonds: Our bond offerings allow you to invest in debt securities, providing fixed interest income with varying levels of risk depending on the bond type and issuer. 

Index Funds: Enjoy diversified exposure to a broad market index, designed to match the performance of a specific benchmark or market segment as part of your comprehensive financial planning. 

Mutual Funds: We offer a range of mutual funds, pooling money from many investors to invest in a diversified portfolio of stocks, bonds, or other assets to match specific investment goals. 

Exchange Traded Funds (ETFs): ETFs combine the benefits of index funds and individual stocks, providing diversified exposure to various asset classes with the flexibility of stock-like trading. 

Alternatives: We provide access to alternative investments, such as private equity, hedge funds, and commodities, designed to enhance portfolio diversification and potentially reduce correlation with traditional asset classes in your wealth management approach. 

REITs (Real Estate Investment Trusts): Invest in REITs to gain exposure to the real estate sector, offering the potential for regular income and capital appreciation through commercial, residential, or industrial properties. Government Securities: We offer government securities, such as Treasury bonds and bills, which are considered low-risk investments backed by the full faith and credit of the government. 

401(k)s (Employer and Employee Plans): We help employers set up and manage 401(k) retirement plans for their employees, ensuring compliance and offering a broad range of investment options. For employees, we provide expert guidance on maximizing contributions and making informed investment choices for effective financial planning.

Socially Responsible Investments (SRI): We offer socially responsible investment options, allowing you to align your portfolio with your values by investing in companies that prioritize environmental, social, and governance (ESG) factors.