Vijay Khetarpal, AIF®, CLU, ChFC, CFP® – Medium

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

What will your legacy be in life?

Here are a few questions and thoughts to help you reflect on what your legacy might be in life. This month is What is Your Legacy Month —…

Aug 22, 2021

What will your legacy be in life?

Aug 22, 2021

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

A Tale of Two Oranges

Let us talk about a tale of two oranges.

Aug 9, 2021

A Tale of Two Oranges

Aug 9, 2021

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

Swiss Army Knife (for Banking)

Today let us talk about a perfect financial account. Let us suppose you go to your banker that you have banked with for many, many years…

Aug 3, 2021

Swiss Army Knife (for Banking)

Aug 3, 2021

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

Business Succession Planning

Do you own a business or are you thinking of starting a business with another partner? What were to happen if you or your partner died…

Jul 23, 2021

Business Succession Planning

Jul 23, 2021

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

What is Your Most Valuable Asset?

Let us talk to you about your most valuable asset. In my almost 40 years as a financial advisor, when we have clients visit with us, we…

Jul 16, 2021

What is Your Most Valuable Asset?

Jul 16, 2021

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

An Introduction to the Retirement Optimization Method

Let us talk about something I call the Retirement Optimization Method. For many of those who are at the cusp of retirement, entering the…

Jul 12, 2021

An Introduction to the Retirement Optimization Method

Jul 12, 2021

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

Dedicated to providing financial advisory services since 1983. Author, Optimized Outcomes; Owner, Integrity Financial Group, LLC www.integrityfinancial.com

Following

Help
Status
About
Careers
Press
Blog
Privacy
Terms
Text to speech
Teams