Neetu Patil
Financial Services Professional

Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.

 


I am a MAP Certified Professional & can also help with savings & accumulation of your wealth.

To watch a brief introduction to MAP ( Macro Asset Perspective ) please click here

 

 

Calculators

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  • The State of State Pensions

    A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

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