Steps to Financial Freedom

This Wednesday May 13 from 6pm to 7.30pm the Bailey public library is hosting my financial education workshop that will cover the fundamentals of a sound financial plan. Join me for some pizza and bring your questions- you will leave with clear action items that address how to assess and invest in the appropriate type of risk management vehicles like life insurance, long term disability & long term care insurance; what are the building blocks for a diversified investment portfolio; and, a checklist for college, retirement & estate planning that puts more money in your pocket and less $$ to taxes. I am also providing a complimentary tax analysis for families and businesses through the month of May. Share your 2024/ 2025 tax return and I will create a tax report to help you with more efficient tax planning & cash flows. You can also schedule a 45 minute call with me for free if you have pressing concerns & want a private session. I am currently accepting new clients. Email: Devika@SohumFinancialPlanning.com