8 Adams Street
Simply put, we act in your best interest at all times. Not ours. Sworn commitment to give you objective advice.
We only get paid by you. Complete transparency. Only advice. No products. No commissions, no hidden charges.
Not just a 1099 contractor for a big wirehouse or a Broker dealer. Our independence allows us to provide you with a tailor-made portfolio considering your specific goals and financial complexities. We are not tied to any family of funds, investments or insurance products.
By leveraging technology and professional networks we provide a very personalized, high touch & top-notch level of financial advisory service that outperforms your best expectations, irrespective of your geographical location.
Hello. I am Saurin Makim and I help Healthcare and Technology Professionals, Fast-track Retirement, Generate Passive Income From Investments and Make Work Optional.
Vanguard research shows an advisor can add up to 3% to your average annual return over time through:
► Portfolio construction► Wealth management► Behavioral coaching
Our data-backed approach helps you prepare for retirement at any age. How do you compare?
The recommended savings for a 35-year-old with an annual income of $100,000.
The recommended savings for a 45-year-old with an annual income of $100,000.
The recommended savings for a 55-year-old with an annual income of $100,000.
The recommended savings for a 65-year-old with an annual income of $100,000.
Source: Investor's Business Daily, 2018
Expertise in Pre-IPO and IPO planning & stock based compensation including RSU, ESPP, ISO/NQSO flavours of Stock Options, Private Stock, 409 Valuation etc.
Analyzing your student loan variables and cashflow to help you with the right strategies to be able to meet your mid-term and long term goals.
Arrange for efficient, cost-effective property transfer.
Plan for disability, long term care, survivor needs and other concerns.
For those DIY investors who just want to have a qualified second opinion on their investment strategy, risk protection, estate planning structures etc.
Determine what proportion of your portfolio holdings to invest in various asset classes.
Review cash inflow, outlfow, and networth.
Utilizing tax advantages and incentives to maximize your wealth and long term rates of return.
Plan the accumulation and distribution aspects of retirement. Implement strategies for Backdoor and Mega Roth Contributions that can fast track retirements by decades.
Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.
Click here for answers to your Frequently Asked Questions.