From the merchant: A CPA will review your financial position and create a customized financial plan for you & for your planned retirement
The Fine Print
Promotional value expires 120 days after purchase. Amount paid never expires.Appointment required. Limit 1 per person, may buy 1 additional as a gift. Must use promotional value in 1 visit. All goods or services must be used by the same person.Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
A Chat with Nikhil S. Goklaney
What services does your business offer and what makes your business stand out from the competition? Qualified professionals that listen and provide customized services to suit each customer, one customer at a time.
What was the inspiration to start or run this business? To help people to get from their current financial position to one they desire.
What do you love most about your job? To see that look of satisfaction on a customer's face knowing they have a financial plan in place.
What is the best reaction you've ever gotten from a customer? Thank you so much. I don't know what I would have done without you.