Kal Patel Email & Phone Number

Temecula, California, United States

I work with people to plan for their financial future using customized tax efficient strategies based on their goals and timelines.The solutions and strategies may include income protection, investments (IRAs, Roth IRAs, brokerage accounts) tax efficient retirement planning, lifetime income streams and estate planning.Kal Patel offers products and services using the following business names: RHB Advisors – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with RHB Advisors or any other entity mentioned herein. Products and services are limited to residents of states where I am registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. I will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Temecula

WORKING WITH PEOPLE PLAN FOR THEIR FINANCIAL FUTURE WITH CONFIDENCEAs an independent Financial Advisor I work with families to refine/review their financial goals and what steps they are taken to achieve those goals. I identify any gaps in their planning, if any, and recommend solutions to fill those gaps.I work with people to plan for their financial future using customized tax efficient strategies based on their goals and timelines thus providing financial peace of mind for them and their loved ones.The solutions and strategies may include income protection, investments (IRAs, Roth IRAs, brokerage accounts) tax efficient retirement planning, lifetime income streams and estate planning.