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Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client's long-term success -- several of whichpresent opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

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Month: November 2021

Special Planning For Small Business Owners

Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r).  He has conducted over 3000 corporate business and real estate transactions throughout his career and is the author planning for business owners (available on Amazon). Estate planning for business owners is especially important, but also a delicate endeavor. Business owners… Continue reading Special Planning For Small Business Owners

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  • 241 Forsgate Drive, Suite 204, Jamesburg, NJ 08831

  • 877-623-2266

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Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as Financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Neel Shah, J.D., CFP® is an Investment Adviser Representative of Beacon Wealth Solutions, LLC, a Registered Investment Advisory Firm.  Wealth management and investment advisory services are offered solely by Beacon Wealth Solutions, LLC, 241 Forsgate Drive, Suite 204, Jamesburg, NJ 08831 877-6Beacon, Tel:  877-623-2266,
Shah & Associates, P.C. is a law firm and independent of Beacon Wealth Solutions, LLC
Shah Total Planning LLC is an Education, Outreach and Marketing firm and independent of Beacon Wealth Solutions, LLC
Neel Shah, J.D., CFP® is licensed for life insurance and health insurance in New Jersey and various other states.