Mehul Mistry's Contact Details

Mehul Mistry's Company Details

Secure Planning Strategies

Southfield, MI, US • 5 - 9 Employees
Financial Services

Visit our website at http://www.spsfinancial.com/ Like us on Facebook! https://www.facebook.com/SecurePlanningStrategies There is more to wealth management than simply managing your investments. Clients of Secure Planning Strategies take control of their future guided by our simple, thoughtful, and creative strategies that focus on your personal well being as well as preserving your financial assets. We provide comprehensive planning for high net worth individuals, and specialize in wealth management as well as life planning solutions for women. We are also committed to planning for families with special needs members as well as exit planning strategies for business owners. -SPECIAL NEEDS PLANNING: We provide estate and financial planning solutions in this complex and challenging area, as well as address other concerns that are unique to this audience. -WEALTH MANAGEMENT FOR WOMEN: We empower women to confidently manage their finances through on-going education and by simplifying complex planning strategies. -EXIT STRATEGIES FOR BUSINESS OWNERS: SPS becomes the quarterback on your team of professionals to help successful business owners plan for your exit or succession in a tax-efficient manner.___________________________________________________________________________________Minoti Rajput, Elinor Ho and Mehul Mistry offer Securities through Securities America Inc, Member FINRA/SIPC, http://www.finra.org/ and http://www.sipc.org/ and Advisory Services through Securities America Advisors. Secure Planning Strategies and Securities America Companies are not affiliated. Securities America and its representatives do not provide tax or legal advice. Licensed in the state of AZ, CA, CO, FL, GA, IL, IN, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.