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

Suite of Service Offerings

Comprehensive Financial Planning & Consulting

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

Investments

    •    Brokerage & Advisory Accounts
    •    Active Wealth Managed Accounts
    •    Customized Portfolios
    •    Common Stock
    •    Preferred Stock
    •    Bonds
    •    Mutual Funds
    •    Exchange Traded Funds
    •    Government Securities
    •    IRAs (Traditional, Roth, Rollover, SEP, SIMPLE)
    •    529 College Savings Plans

Insurance Solutions

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