"As a human race, if our hearts lead and direct our heads, this world would be a better civilized place to live and preserved for the good of humanity". We at, and Fin-Est Wealth & Tax Planning, LLC, a comprehensive financial planning firm and Fin-Est Investment Advisors, LLC, a registered investment advisory firm, let our hearts lead and direct our heads in what we do in serving our clients to earn our living.
Ranga Chary, Certified Financial Planner, started his financial services practice in New York in 1977 and has been serving clients in the U.S and abroad.
In our decades of Comprehensive Financial Planning practice, we find many physicians, business owners, families and their heirs realize, when it is too late, costly mistakes have been made. If you are not sure, you made a costly mistake or mistakes with your investment, estate, tax, financial, succession and asset protection planning, when would you like to know? We guess your answer was and is before they happen.
We specialize in advanced planning strategies and are a resource to CPAs and Attorneys who offer basic and advanced planning services to their physicians, business owners and wealthy clients. Clients who do not have a CPA/Attorney team helping them, we are in a position to introduce such a team.
Ranga is the founder of Fin-Est Wealth & Tax Planning, LLC , a Comprehensive Financial Planning firm, and Fin-Est Investment Advisers, LLC, a registered investment advisory firm registered in the State of Florida.
Govind Vinny Chary, MS joined the planning firm Fin-Est Planning Associates in 2001. In 2005 the planning firm became Fin-Est Wealth & Tax Planning, LLC. He is not associated with the RIA firm Fin-Est Investment Advisers, LLC.
At our planning firm, we take the time to build trust and loyalty in our relationships. We use our proprietary AT A GLANCE MACRO PLANNING CHART as a starting point.
We all know, a visual chart is worth a thousand words. This comprehensive chart has contents to initiate an intelligent conversation in our relationships. Ideally we like to make this chart available to CPAs and or Attorneys who offer basic and advanced planning advice to their clients. This process avoids costly mistakes before they happen.
Comprehensive Financial Planning is team work, mobilizing the combined expertise of a financial planner/insurance professional, attorney(s), CPA(s), valuation expert(s), mortgage and real estate and others.
To get an idea about our state of the art investment platform, kindly click on the link below next to EQIS..If you choose to keep your portfolio building process simple and capitalize on the easy models create and asset allocated by the experts and based on your risk/reward profile, you are able to choose one of the five scientifically engineered portfolios, conservative, moderately conservative, moderate, moderately aggressive and aggressive.
At A Glance Chart