KRISHNA WEALTH PLANNING

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 financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.

I did my research before choosing to work with Neil a few years ago and it has really paid off. He's helped me consolidate numerous 401K accounts, optimize other investments, and has gotten me on track to retire from my corporate gig in the next few years. I don't know exactly what I'll do next, but I love having options and peace of mind, and that's what I now have. I trust Neil to look out for my best interests. He never pushes me or makes me feel pressured. He explains different options and we discuss pros and cons. I ask a million questions and he gives me time to consider what I want to do. He provides guidance and educates me along the way, but always lets me decide on my own terms, and on my own timeframe, what is right for me. That means a lot to me, especially at this stage of my life. I highly recommend Neil to anyone looking for financial and wealth planning services. He's excellent at what he does and is great to work with!

Neil has been a life saver for me as a new investor navigating the turbulent market the last few years. I felt really lost after inheriting a portion of my uncle's retirement in my mid-20s and I feel so lucky to have found Neil when I did. After the market crash in 2020, he worked with me to rebalance my portfolio and take advantage of the situation, which resulted in me actually coming out ahead for the year! He even helped me maximize my 401k matching from my job, netting me tens of thousands I would have missed out on. I feel much more confident about where my retirement portfolio is headed. I'm in great hands! Neil is always just an email or phone call away. Would definitely recommend Neil for anyone looking for a personal, all inclusive financial planner.