Devan Sohni Email & Phone Number

I help engineers and professionals build their wealth and retire (early). We create individual wealth plans and design unique solutions to protect and grow your assets. Our strategies help you gain more clarity, more control of your money, provide more predictable outcomes, and reduce risk so you can focus on what matters most to you to create memories.My clients come to me when they:✅ Desire clarity and confidence in their strategy to reduce the taxes and secure the future✅ Need effective solutions to protect, grow, preserve and pass down their generational wealth✅ Make sure they are on the right path and have resources for a worry-free retirement.✅ Desiring a more tax-efficient solution to investment income.✅ Will my family be ok if _____?The landscape has changed for families & business owners, clients are keeping less of what they earn and are tired of putting all of their energy into: ❌ Wondering how to create a sustainable retirement plan for the next 30 + years ❌ Worrying what will happen to their family if something unexpected happens to them❌ Not knowing how much of their savings they get to keep with future tax rates❌ Being too busy to be proactive to keep up with fast passed technology ❌ What's the best way to pay for your children's education?Within just 2 weeks of working together, my clients are delighted to discover: 🎯 Feel secure with solutions designed to protect your income, legacy, lifestyle, and care🎯 They can spend more time focusing on the things they enjoy and matter the most🎯 A suitable plan that can protect their loved ones and their assets🎯 They can grow tax-advantaged wealth and minimize the market risk🎯 Having a formal plan for transferring their business when the ownership changesThat’s where I come into play.We are here to educate on tax-free strategies and design solutions around the business and personal family's needs. We believe in educating the client and leading them to take to their own decision.To live an intentional life you need to lead your life. Today we make enough money to live a comfortable life. Do you have enough not to worry about in life?If you are ready to discover if we are the right fit for working together, I encourage you to schedule a 15-minute virtual coffee chat ☕!Here’s my calendar: https://calendly.com/sohni/dor you can reach me at 📞 973-262-0609 or email 📧 devan@sohniFinancialServices.com

Listed skills include Umts, Gsm, Rf, Wireless, and 32 others.