At Mehta Financial Group, LLC We Provide Professional Expertise In the Following Areas

    •    Analysis of Needs & Goals   
    •    Retirement Forecasting & Planning                              
    •    Estate Planning
    •    College Education Funding & Planning
    •    Portfolio & Wealth Management
    •    Advisory Services
    •    401(K)/403(B)/457 Plan Education
    •    Asset Allocation Models              
    •    Budgeting & Cash Flow Analysis             
    •    Risk Management Strategies
    •    Business Succession & Continuation
    •    Charitable & Philanthropic Giving
    •    Investment Management for professionals & small business owners

   •    Brokerage & Advisory Accounts
   •    Fee-based Active Wealth Managed Accounts

   •    Customized Portfolios

   •    IRAs (Traditional, Roth, Rollover, SEP, SIMPLE)      

   •    529 College Savings Plans
   •    Common Stock
   •    Preferred Stock
   •    Bonds

   •    Index Funds
   •    Mutual Funds
   •    Exchange Traded Funds (ETFs)

   •    Alternatives

   •    REITs
   •    Government Securities

   •    401Ks
   •    Socially Responsible Investments (SRI) 

    •    Term Life 
    •    Whole Life 
    •    Universal Life
    •    Index Life
    •    Variable Life
    •    Fixed Annuities
    •    Variable Annuities
    •    Index Annuities