What We Do

We work with families, business owners, and individuals to understand and refine what they'd like to achieve from a business, financial, and personal perspective; then we help them take action. Through very in-depth conversations and comprehensive data gathering, we provide our clients with the necessary tools and the path forward to achieving their goals. Finally, we help you execute the plan by providing financial services and guiding you as you work with your attorneys, CPAs, and other wealth advisers.

We help you to determine:

  • What to do
  • When to do it
  • Who to include
  • How much to do
  • Why you should do it
  • Are there better options

Ultimately we help you make prudent decisions that allow you to pursue your business and personal goals. We are equipped to offer a variety of products and advisory services to meet all your financial planning* needs. Retirement and investment accounts, customized life, disability and long-term care insurance, annuities, work-site benefits, and group retirement plans are just some of the products we can provide. As a member of The Nautilus Group, a service of New York Life Insurance Company, Srikant is especially well positioned to guide entrepreneurs through business planning and succession, and affluent families with legacy and estate planning needs.

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*Financial Planning offered through Srikant's affiliation with Eagle Strategies LLC, a Registered Investment Advisor.