Financial Planning

Comprehensive Financial Planning

Dr. Rastogi provides financial planning for every stage of life including:

Investment, Retirement, and Business Savings Planning: These are detailed in the Tax Planning section.

Education Savings: Plans for children’s college using a 529 or Coverdell grow tax-free. Some states, like PA, offer tax-deductible contributions.

Estate Planning: Created by experienced attorneys; Dr. Rastogi offers guidance to reduce estate taxes.

Insurance Planning: Covers types like life, auto, homeowners, liability, disability, health, long-term care, and malpractice. Dr. Rastogi helps choose policies to reduce taxes. taxes.

Financial Planning Fees – This will be based on an hourly charge.

Financial Planning

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