Krishna Wealth Planning provides financial planning services designed to meet individual client needs. Clients appreciate Neil's thoughtful and analytical approach, as well as his ability to clearly explain complex financial concepts. The firm focuses on building secure futures for families, helping them prepare for retirement and optimize their taxes. Clients benefit from 24/7 access to their portfolio information, regular communication, and personalized attention. Krishna Wealth Planning offers a comprehensive service that includes estate planning and ongoing portfolio management, ensuring clients stay on track to achieve their financial goals.
My husband and I have been working with Neil for a little over a year. He is thoughtful, analytical, and listens well. Through his advice we have a much more secure future for our family. Highly recommend!
My wife and I wanted to get a better financial plan to make sure we are ready for our retirement years. We wanted to find a local fiduciary to help us plan for our retirement. Neil has been doing a good job of understanding our needs, and he takes the time to explain things in a clear and concise manner. We are happy with the returns we have seen so far, and our regular check ins help us to make sure we are on track. He has also helped us to optimize our taxes, and we are working on estate planning. We highly recommend KWP.
My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to...read full review