Advising Families on their Path of Living an Abundant Life Now While Building a Foundation for the Future. The goal of our planning process is to design a plan that fits your unique path, revolving around your family and the activities that bring meaning to your life.
The goal of our investment process is to design and manage a custom portfolio in alignment with your risk tolerance and the productivity required to meet your financial planning goals.Ready to take the next step? Schedule a complimentary discovery meeting to learn if my firm is the right fit for you and your family.
The goal of our investment process is to design and manage a custom portfolio in alignment with your risk tolerance and the productivity required to meet your financial planning goals.Ready to take the next step? Schedule a complimentary discovery meeting to learn if my firm is the right fit for you and your family.
Services
We design and monitor a custom investment solution centered around your unique life goals, preferences and risk tolerance. Our approach looks at both sides of your balance sheet, managing debt with the goal of having it enhance your life instead of detracting from it. We use a cash flow centered approach to help those working determine the right amount and type of savings needed while helping retirees build a sustainable withdrawal plan.
My name is Neil Krishnaswamy. I have long been intrigued by the challenge we face to live the most abundant life we can NOW while also building a secure foundation for the future. For the past decade, I've sought answers by building and refining processes to help people allocate their resources in line with their goals and make better decisions.
This is the home of your personal financial plan and secure vault. It aggregates accounts held with and away from Krishna Wealth Planning to give you a holistic view of your finances. This is where you can access detailed information about your investment portfolio including performance, holdings and transaction reports.
Reviews (6)
Chris Humphreys
Feb 05, 2022
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I've been working with Neil for over a year and it has been a great experience. His approach to wealth management is methodical and objective. He presents options in an understandable manner. He maintains scheduled contact regularly and provides articles for further reading/discussion between contacts. I have 24/7 access to my account info, performance, projections, and what/if scenarios. I highly recommend him.
Dave Kolankarai
Nov 11, 2021
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I have been working with Neil for the past year and he has been a breath of fresh air in terms of providing my wife & I with invaluable advice on our finances! We have been doing our own finances for over a decade and a half but decided to go with an advisor this past year due to the rising complexity of managing our portfolio amid evolving legislations. The trustworthy relationship we have built with Neil, and his ready access to answer any of our questions, has truly been a differentiator.
Neil's services combine personalized financial planning, virtual planning tools and timely legislative
Neil's services combine personalized financial planning, virtual planning tools and timely legislative
Vinodh Ramadoss
Sep 16, 2020
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Since I am still in my early years of financial wealth building, I was looking for an advisor who I can work closely with for years to come. After a lot of interviews, I saw that in Neil and he has proven out to be every bit of what I thought he would be. He is very genuine, knowledgeable, personable, proactive and responsive. He actively manages the portfolio, comes with recommendations, lays out options with pros and cons along with his point of view and moves forward based on my decision. I sometimes feel like I am working with a real well wisher. Neil is somebody you pick if you want a personable
Adam Lenet
Jun 27, 2020
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Neil has been our financial planner for years and both my wife and I trust him completely. He has saved/made me many multiples of the fees I pay. He is as reliable and dependable as they come and offers an incomparable level of personalized service. Hands down, your best option for honest, personalized, expert financial planning.
Sri Mallur
Dec 10, 2019
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Vara Waddle
Sep 25, 2019
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Neil has been helping us with our finances for the last few years. He gives 110% in everything he does and he is very patient. He is very knowledgable in his field and his sound advice has greatly benefitted our finances. He spent numerous hours planning our retirement which has given us the confidence to reach our goals. We would have been lost at sea with out his guiding light. We recommend him strongly.
Vara and Bill Waddle
Vara and Bill Waddle
