Broker Check

Business Owners take BOLD action to Advance Your Business 

  • Are your key people Happy or do you risk their departure to “greener pasture”?
  • Will your business suffer if a key person dies or become disabled?
  • Do your rank and file employees have retirement options?
  • Do you want to step back from business one day or retire altogether?
  • Is most of your personal wealth tied up in your business?
Schedule an Appointment

Business Owners take BOLD (Business Owners Life-stage Design) action to Advance your Business

The sheer number of decisions and their complexity can distract you from effectively running your business. You need solutions as detailed below for complex business challenges

Schedule an appointment for complimentary consultation

Investment Planning

  • Retirement Planning including setting up 401k plans and Defined benefit Pension Plans for your practice
  • If you worked before we can help rollover the assets in to IRA and manage the portfolio based on your Risk Number. Click HERE to assess your risk number
  • Tax efficient management of your investments
  • Help plan pay off your student loan debts and help your children to save for college funding using 529 college savings plan

Risk Management

  • Liability insurance planning
  • Disability Insurance
  • Business overhead protection
  • Key person insurance
  • Practice overhead insurance
  • Life Insurance
  • Long Term Care Insurance

Practice Management

  • Complimentary practice valuation
  • Buy/Sell Agreement

Estate Planning

  • Help establish Trusts with the help of attorneys
  • Plan tax effective transfer of wealth to next generation
  • Establish Donor Adviser Fund in your family name to support your favorite charity and maintain your legacy

In a nutshell look at your Financial Plan in holistic way

Balaji Rao

Financial Advisor

(714) 559-7033

18101 Von Karman Ave Ste 1940 Irvine, CA 92612


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(07/20)